Prosperity Planning and Advisory, LLC

Prosperity Planning and Advisory, LLC is an SEC-registered investment adviser in Los Angeles, CA. It has one employee and one investment adviser.

Prosperity Planning and Advisory, LLC

Prosperity Planning and Advisory, LLC is an SEC-registered investment adviser in Los Angeles, CA. It has one employee and one investment adviser. The firm is based in Los Angeles.

General information

Firm type

Multi Family Office

What services does Prosperity Planning and Advisory, LLC provide?

The firm is registered as an investment advisory firm, with a name indicating financial planning and advisory services for prosperity-focused clients. Specific services are not publicly detailed, but likely include financial planning, portfolio management, and wealth advice for individuals or families.

Is Prosperity Planning and Advisory, LLC a family office?

The firm's structure as an RIA suggests it may operate as a multi-family office or a boutique advisory practice. However, no public information confirms whether it is a single-family or multi-family office, or a purely advisory firm without family office characteristics.

Where is Prosperity Planning and Advisory, LLC located?

The firm's headquarters city and address are not disclosed in available records. Public registration data may provide a state of incorporation, but specific location information is absent from this profile.

How does Prosperity Planning and Advisory, LLC invest client assets?

The firm's investment approach is not publicly described. As an RIA, it likely manages portfolios through traditional asset allocation, but no details on asset classes, strategies, or direct investments are available.

Who founded Prosperity Planning and Advisory, LLC?

The names of founders or principals are not disclosed in public records. The firm's leadership remains unknown from this research.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jul 6, 2026. Continuous refresh with full update cycles at least every 30 days.