Prosperitas Financial, LLC
● SEC registered since 2021CRD 315768SEC# 801-122207Valencia, CA
Reg. AUM
$812.5M
Employees
33
Accounts
4,890
Location
Valencia, CA
Prosperitas Financial, LLC assets under management
Prosperitas Financial, LLC is an SEC-registered investment adviser based in Valencia, CA. The firm has been registered since 2021. It reports $812.5 million in regulatory assets under management and employs 33 people.
Prosperitas Financial, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Matthew Ingram Control | Ceo | 25-50% | 2021 |
| Mark Thomas Petersen Control | Chief Compliance Officer & Coo | 25-50% | 2021 |
| Robert John Clark Control | Officer | 25-50% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Prosperitas Financial, LLC manage?
Prosperitas Financial, LLC reports $812.5 million in regulatory assets under management on its Form ADV.
How many employees does Prosperitas Financial, LLC have?
Prosperitas Financial, LLC reports 33 employees.
Where is Prosperitas Financial, LLC located?
Prosperitas Financial, LLC is based in Valencia, CA and has been SEC-registered since 2021.
Does Prosperitas Financial, LLC disclose fund performance?
Prosperitas Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 25060 Avenue Stanford, Suite 100, Valencia, CA 91355 |
| Phone | 661-255-9555 |
| Office hours | 9-5 |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 2001016 |
| Discloses disciplinary history | No |
Regulatory AUM
$812.5M▲ 33%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 16%
More than 84% of 16,825 advisers
Assets under management
$812.5Mregulatory AUM
Discretionary $695.4MNon-discretionary $117M