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Building 2PROSPERITY WEALTH MANAGEMENT, INC.

Map pinFORT LAUDERDALE, FL
Phone925-791-4444
NotebookSEC #801-101485
Total AUM
$483.6M
Employees
53
Clients
2,249

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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