RIA Intel›Advisers›Utah›FINANCIAL PROSPERITY, INC.

FINANCIAL PROSPERITY, INC.

Advisory

UT

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in UT

#229

of 249 advisers by AUM

Average account

$462K

across 98 accounts

AUM per adviser

$45M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM

$45M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$45M

Discretionary AUM$45M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients32

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InTX, UT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

32 clients

26 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in UT

Closest by assets under management. All figures from Form ADV.

FAMILY WEALTH ADVISORS

$45M

ABLE & STRONG ADVISORS, INC.

$45M

G2 FINANCIAL GROUP, LLC

SALT LAKE CITY, UT

$45M

MAXWELL INVESTMENTS, LLC

$46M

VANTAGE ADVISORS, LLC

$44M

BELSEN GETTY LLC

$48M

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