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PROSPERITY WEALTH MANAGEMENT
804-467-6700
SEC #801-117607Total AUM
$11.3M
Employees
1Clients
53Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9:00AM - 6:00PM
Monday - Friday
Monday - Friday
Phone
804-467-6700
Financials
Total AUM
$11.3M
Accounts
53Discretionary
$11.3M
Accounts
53Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
53AUM
$11.3M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
TXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.