Unclaimed Profile

Gregory John Bentley

PROSPERITY WEALTH MANAGEMENT, INC.·SAN RAMON, California

SIE, Series 1, Series 7, Series 24, Series 26, Series 31, Series 52TO, Series 53, Series 63, Series 99TOClean record14 years registeredPROSPERITY WEALTH MANAGEMENT, INC.

2333 SAN RAMON VALLEY BLVD., SAN RAMON, CA 94583CRD# 705379Firm CRD# 174328

Profile Verification

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

Identity

Gregory John Bentley · SAN RAMON, CA

Registration

CRD #705379 · PROSPERITY WEALTH MANAGEMENT, INC. · 14 years registered

Brand Profile

Not yet started

Career History

EXODUS WEALTH, LLC

Feb 2020 – present

FORTUNE FINANCIAL SERVICES, INC.

Nov 2011 – present

PROSPERITY WEALTH MANAGEMENT, INC.

Feb 2015 – Dec 2019

SAN RAMON, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7

Series 24

Series 26

Series 31

Series 52TO

Series 53

Series 63

Series 99TO

Registration record

First registered · November 2, 2011

Years registered · 14

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 Gregory John Bentley offer?

Gregory John Bentley specializes in Financial Planning, Investment Management. Contact their office in SAN RAMON, California for a consultation.

What are Gregory John Bentley's credentials?

Gregory John Bentley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory John Bentley located?

Gregory John Bentley is based in SAN RAMON, California, working with PROSPERITY WEALTH MANAGEMENT, INC.. Their office serves clients in the SAN RAMON metropolitan area and surrounding communities.

How does Gregory John Bentley charge for services?

Gregory John Bentley'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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