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FORM PROSPERITY WEALTH ADVISORS, LLC

CRD 307792File 801-135626
APPROVED
Retail clients
Filing as of Jul 21, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$119.0M
Bottom 25% of cohort (national)
Discretionary AUM
$119.0M
Clients
326
494 accounts
Employees
1
Bottom 25% of cohort in AZ

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
LARO
Registration date
Mar 23, 2026
Principal office
1490 SOUTH PRICE ROAD, SUITE #105, CHANDLER, AZ, 85286
Phone
480-382-3676

Assets & accounts

ADV Item 5F
Total regulatory AUM
$119.0M
Discretionary AUM
$119.0M
Non-discretionary AUM
$0
Discretionary accounts
494
Non-discretionary accounts
0
Total accounts
494
AUM per client
$365K

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$593K
High net worth individuals27$46.7M
Individuals (other than high net worth individuals)297$71.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • A percentage of assets under your management

Advisory activities

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.