RIA Intel›Advisers›California›PROSPERITAS FINANCIAL, LLC

PROSPERITAS FINANCIAL, LLC

Advisory

N·VALENCIA, CA

Data as of Mar 17, 2026 · Source: SEC Form ADV

Total AUM
$812M
1-Year AUM Growth
0.0%
3-Year CAGR
+60.1%
Employees
23
Assets Under Management
Total AUM$812M
Discretionary AUM$695M
Non-Discretionary AUM$117M
Discretionary %85.6%
Total Clients1,635
Team
Total Employees23
Investment Advisers33
Employee Growth (1Y)+44.4%
Filing History
Total Filings on Record16
First FilingJul 30, 2021
Latest FilingMar 17, 2026
🔒 Full AUM trend chart and 16 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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