CRD: 307792
Form Prosperity Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Value pioneerHarbor
- Established Date
- 05-26-2020
- Office Locations
- 1
Office Locations
About Form Prosperity Wealth Advisors, LLC
Form Prosperity Wealth Advisors, LLC is an Arizona-based advisory firm providing wealth and retirement planning, portfolio strategy and implementation, and insurance planning. The practice emphasizes risk-aware asset allocation using ETFs and other public funds, and also supports planning needs such as tax, estate, and education (529) strategies. Custody includes Charles Schwab, a useful fit for ETF and model delivery conversations.
Team overview
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Client Personas
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Investment Vehicles
Platform
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Technology
Owner & Executives
JEREMY ROBERT BAIN MCCLYMONDS
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #5606748
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $112,860,924 | $226,174 |
| Non-Discretionary | $0 | -- |
| Total | $112,860,924 | $226,174 |
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Separately Managed Accounts
Total SMA Asset: $112,860,924
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $153,592,078 | 21.7% |
| Public Funds | $125,987,972 | 17.8% |
| Cash | $87,059,104 | 12.3% |
| Corporate - Investment Grade | $168,455,828 | 23.8% |
| Equity - OTC | $172,702,613 | 24.4% |
| Total | $707,797,595 | 100.0% |