Form Prosperity Wealth Advisors, LLC
● SEC registered since 2026CRD 307792SEC# 801-135626Chandler, AZ
Reg. AUM
$119M
Employees
1
Accounts
494
Location
Chandler, AZ
Form Prosperity Wealth Advisors, LLC assets under management
Form Prosperity Wealth Advisors, LLC is an SEC-registered investment adviser based in Chandler, AZ. The firm has been registered since 2026. It reports $119 million in regulatory assets under management and employs 1 people.
Form Prosperity Wealth Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeremy Robert Bain McClymonds Control | Managing Member/Cco | Over 75% | 2020 |
Frequently asked questions
How much does Form Prosperity Wealth Advisors, LLC manage?
Form Prosperity Wealth Advisors, LLC reports $119 million in regulatory assets under management on its Form ADV.
How many employees does Form Prosperity Wealth Advisors, LLC have?
Form Prosperity Wealth Advisors, LLC reports 1 employees.
Where is Form Prosperity Wealth Advisors, LLC located?
Form Prosperity Wealth Advisors, LLC is based in Chandler, AZ and has been SEC-registered since 2026.
Does Form Prosperity Wealth Advisors, LLC disclose fund performance?
Form Prosperity Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1490 South Price Road, Suite #105, Chandler, AZ 85286 |
| Phone | 480-382-3676 |
| Office hours | 8 a.m. - 2 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$119M▲ 5%
Feb '26Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,306 advisers
EmployeesTop 94%
More than 6% of 16,824 advisers
Assets under management
$119Mregulatory AUM
Discretionary $119M