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PROSPERITY ROAD, LLC

UUID5432990e-656a-54a0-bbc4-27d21a026cfe
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:53
Updated2025-10-23 02:23:53

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 281894 281894 1.0
sec_file_number 801-118900 801-118900

Profile

WebsiteHTTP://WWW.PROSPERITYROAD.COM
HQ CitySANTA ANA
HQ StateCA
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)156,902,175.0
  • RAUM (discretionary)152,319,536.0
  • Actionable assets144,793,129.0
  • Accounts167.0

Institutional Clients

  • Government AUM
  • Pension AUM4,582,639.0
  • Charitable AUM595,234.0
  • HNW AUM99,456,404.0

As of 2025-03-14 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.