PROSPERITY WEALTH PLANNING LLC

IRVINE, California·1 registered advisor·CRD# 315163
SEC# 801-1218072877-878-7860
01

Firm Overview

AUM
$173M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PROSPERITY WEALTH PLANNING LLC

1 registered advisor
Carolanne Marie Chavanne
LONG BEACH, California
05

Office Locations

LONG BEACH, California
1 advisor

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Data sourced from SEC Form ADV filings. PROSPERITY WEALTH PLANNING LLC (CRD# 315163) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.