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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 type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $593K |
| High net worth individuals | 27 | $46.7M |
| Individuals (other than high net worth individuals) | 297 | $71.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 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.

