PROSPERITY WEALTH MANAGEMENT, INC.
SEC file number 801-101485
· SAN RAMON, CA
https://prosperity.bank ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$243.4M
Discretionary AUM
$243.4M
Employees
50
Clients
32
Firm
- Address
- 2333 SAN RAMON VALLEY BLVD.
SAN RAMON, CA 94583 - Phone
- —
- Website
- https://prosperity.bank
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- Prosperity Wealth Fund LP High name-match confidence · CIK 2006577 · DE
- RLS Wealth Management LP LLC Medium name-match confidence · CIK 2138502 · NC
- Private Wealth Asset Management, LLC Medium name-match confidence · CIK 1883006 · NE
- Cantata Wealth Management, LLC Medium name-match confidence · CIK 2051140 · FL
- Redstone Wealth Management Co., Ltd. Medium name-match confidence · CIK 2112381 · CO
- Everwise Private Wealth Management Ltd. Medium name-match confidence · CIK 2097166 · CO
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Private Wealth Asset Management, LLC · D · Aug 21, 2026$5.7M
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RLS Wealth Management LP LLC · D · Jun 4, 2026$1.2M
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Prosperity Wealth Fund LP · D/A · May 28, 2026$50M
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Redstone Wealth Management Co., Ltd. · D · Feb 20, 2026$100M
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Prosperity Wealth Fund LP · D · Dec 9, 2025$25M
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Everwise Private Wealth Management Ltd. · D · Nov 19, 2025
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Cantata Wealth Management, LLC · D/A · Oct 10, 2025$2M
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Cantata Wealth Management, LLC · D · Feb 19, 2025$2M