CRD: 315163
Prosperity Wealth Planning LLC
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- Custodian
- American Funds · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-19-2021
- Office Locations
- 2
Office Locations
About Prosperity Wealth Planning LLC
Prosperity Wealth Planning is a California-based, fee-only fiduciary RIA providing comprehensive financial planning and discretionary investment management for households with $500k+ to invest. The firm emphasizes simple, transparent advice and uses technology for portfolio modeling and real-time account access; custody includes Schwab. They also publish the “Supercharge Your Finances” client-education podcast.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CAROLANNE M CHAVANNE
Chief Compliance Officer, Founder, Managing Member
- CRD
- #1767189
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jordan Steven Bromley
Certified Financial Planner
- CRD
- #7086414
Ava Elizabeth Pompay
--
- CRD
- #8249380
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $269,224,678 | $433,534 |
| Non-Discretionary | $0 | -- |
| Total | $269,224,678 | $433,534 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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