Unclaimed Profile

Blake William Daniels

PROSPERITY WEALTH MANAGEMENT, INC.·SAN RAMON, California

SIE, Series 6, Series 26, Series 27, Series 63, Series 99TOClean record11 years registeredPROSPERITY WEALTH MANAGEMENT, INC.

2333 SAN RAMON VALLEY BLVD., SAN RAMON, CA 94583CRD# 1285106Firm CRD# 174328

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Blake William Daniels · SAN RAMON, CA

Registration

CRD #1285106 · PROSPERITY WEALTH MANAGEMENT, INC. · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PROSPERITY WEALTH MANAGEMENT, INC.

EXODUS WEALTH, LLC

Feb 2020 – Apr 2026

San Ramon, CA

PROSPERITY WEALTH MANAGEMENT, INC.

Feb 2015 – Dec 2019

SAN RAMON, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 26

Series 27

Series 63

Series 99TO

Registration record

First registered · February 9, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PROSPERITY WEALTH MANAGEMENT, INC.

CRD 174328 · SEC 801-101485

AUM

$243M

Regulatory assets under management

Employees

1,611 client accounts

Services offered by PROSPERITY WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PROSPERITY WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Blake William Daniels offer?

Blake William Daniels specializes in Financial Planning, Investment Management.

What are Blake William Daniels's credentials?

Blake William Daniels is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Blake William Daniels located?

Blake William Daniels is based in SAN RAMON, California, last registered with PROSPERITY WEALTH MANAGEMENT, INC..

How does Blake William Daniels charge for services?

Blake William Daniels's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PROSPERITY WEALTH MANAGEMENT, INC.?

PROSPERITY WEALTH MANAGEMENT, INC. has approximately 50 employees and manages $243M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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