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PROSPERITEA PLANNING
Legal name: TEA & TAXES COMPANY DBA PROSPERITEA PLANNING
CRD 282041File 801-134175
APPROVED
Retail clients
Filing as of Jul 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$176.9M
Bottom 25% of cohort (national)
Discretionary AUM
$176.9M
Clients
121
579 accounts
Employees
4
Bottom 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Aug 21, 2025
- Principal office
- 308 MAIN STREET, SUITE 3A, GREENFIELD, MA, 01301
- Phone
- 413-829-4832
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $176.9M
- Discretionary AUM
- $176.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 579
- Non-discretionary accounts
- 0
- Total accounts
- 579
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $125K |
| High net worth individuals | 63 | $147.1M |
| Individuals (other than high net worth individuals) | 58 | $29.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — ANNUAL RETAINER
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.