1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2FORM PROSPERITY WEALTH ADVISORS, LLC

Map pinCHANDLER, AZ
Phone480-382-3676
NotebookSEC #801-135626
Total AUM
$112.9M
Employees
1
Clients
309

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1490 SOUTH PRICE ROAD, SUITE #105
CHANDLER
AZ 85286
United States
Operating Hours
8 AM - 2 PM
Monday - Friday
Phone
480-382-3676

ReceiptFinancials

Total AUM
$112.9M
Accounts
499
Discretionary
$112.9M
Accounts
499
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
272
AUM
$53.6M
HNW Individual Clients
34
AUM
$58.6M
Corporation or Business Clients
3
AUM
$584K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCOLATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account