# Prosperity Financial Group

Prosperity Financial Group is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Address:** United States
- **Assets under management:** Undisclosed
- **Website:** prosperityfinancialgroupinc.com
- **LinkedIn:** https://www.linkedin.com/company/elliotkallen

## Regulatory record

- **CRD number:** 339321
- **SEC file number:** 801-134846
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/339321

## About

Prosperity Financial Group, Inc. is an SEC-registered investment adviser in San Ramon, CA, registered since 2025. The firm manages approximately $503 million in regulatory assets. It has 10 employees and 8 investment advisers.

## Questions

### Who runs investment decisions at Prosperity Financial Group?

No named investment decision-makers have been identified. The firm has not publicly listed any principals, executives, or investment committee members. Without a disclosed leadership team, allocators cannot assess decision-making authority.

### What asset classes does Prosperity Financial Group invest in?

The firm has not disclosed its asset class preferences. There are no public records of equity, fixed income, real estate, private credit, or alternative investments associated with Prosperity Financial Group. Its investment strategy is unconfirmed.

### Where does the capital under management at Prosperity Financial Group come from?

The origin of the firm's capital has not been disclosed. There is no public information on whether the assets come from a single family, multiple families, institutional investors, or other sources. The wealth origin is unknown.

### Does Prosperity Financial Group have any verified portfolio companies?

No specific portfolio companies, investments, or holdings have been attributed to Prosperity Financial Group in public records. The firm has no confirmed deal history available for scrutiny.

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Last updated: 2026-06-03T20:00:00.000Z

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