PROSPERITY WEALTH MANAGEMENT, INC.

SAN RAMON, California·3 registered advisors·CRD# 174328
SEC# 801-10148546925-791-4444
01

Firm Overview

AUM
$243M
Regulatory assets under management
Employees
50
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PROSPERITY WEALTH MANAGEMENT, INC.

3 registered advisors
Blake William Daniels
SAN RAMON, California
Elliot Herbert Kallen
SAN RAMON, California
Gregory John Bentley
SAN RAMON, California
05

Office Locations

SAN RAMON, California
3 advisors

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Data sourced from SEC Form ADV filings. PROSPERITY WEALTH MANAGEMENT, INC. (CRD# 174328) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.