Tea & Taxes Company Dba Prosperitea Planning
● SEC registered since 2025CRD 282041SEC# 801-134175Greenfield, MA
Reg. AUM
$176.9M
Employees
4
Accounts
579
Location
Greenfield, MA
Tea & Taxes Company Dba Prosperitea Planning assets under management
Tea & Taxes Company Dba Prosperitea Planning is an investment advisory firm registered with the SEC based in Greenfield, MA. The firm has been registered since 2025. It reports $176.9 million in regulatory assets under management and employs 4 people.
Tea & Taxes Company Dba Prosperitea Planning owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Samuel Phillip Plotkin Control | Owner, Investment Adviser Represenative | 25-50% | 2024 |
| Wendy S.c. Marsden Investment Trust, Udt Dated November 29, 2017 Control | Trust Established By Owner | 50-75% | 2017 |
| Wendy Suzanne Conrad Marsden Control | Cco | Under 5% | 2016 |
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Join to unlock · $37/moFrequently asked questions
How much does Tea & Taxes Company Dba Prosperitea Planning manage?
Tea & Taxes Company Dba Prosperitea Planning reports $176.9 million in regulatory assets under management on its Form ADV.
How many employees does Tea & Taxes Company Dba Prosperitea Planning have?
Tea & Taxes Company Dba Prosperitea Planning reports 4 employees.
Where is Tea & Taxes Company Dba Prosperitea Planning located?
Tea & Taxes Company Dba Prosperitea Planning is based in Greenfield, MA and has been SEC-registered since 2025.
Does Tea & Taxes Company Dba Prosperitea Planning disclose fund performance?
Tea & Taxes Company Dba Prosperitea Planning is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 308 Main Street, Suite 3a, Greenfield, MA 01301 |
| Phone | 413-829-4832 |
| Office hours | 9-5:30 |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$176.9M▲ 42%
Jul '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$176.9Mregulatory AUM
Discretionary $176.9M