Prosperitas Financial, LLC

Prosperitas Financial, LLC (CRD# 315768) is a financial advisory firm headquartered in Valencia, CA. They manage $391,785,314 in 1,655 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
25060 Avenue Stanford, Suite 100, Valencia, CA 91355
https://www.linkedin.com/company/prosperitasfin
By the Numbers
  • Total Assets Under Management
    392
    MILLION
  • Total Number of Accounts
    1,655
    ACCOUNTS
  • Average Account Value
    $236,728
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, FL, ID, IL, LA, NE, NV, NY, OR, TN, TX, WA

Financial Advisors at Prosperitas Financial, LLC
Showing 1 - 10 of 17 top financial advisors.
1
Donald Blauner, financial advisor Valencia CA
Donald E. Blauner
CRD#: 1013780
25060 Avenue Stanford, Suite 100, Valencia, CA 91355

Donald Blauner (CRD# 1013780) is an Investment Advisor Representative working at Prosperitas Financial, LLC in Valencia, CA and has over 9 years of experience in the finance industry.

2
Jennifer Brown, financial advisor Northridge CA
Jennifer C. Brown
CRD#: 4898981
Northridge, CA

Jennifer Brown (CRD# 4898981) is an Investment Advisor Representative working at Prosperitas Financial, LLC in Northridge, CA and has over 19 years of experience in the finance industry.

3
Jerry Citarella, financial advisor Valencia CA
Jerry R. Citarella
CRD#: 2652683
25060 Avenue Stanford, Suite 100, Valencia, CA 91355

Jerry Citarella (CRD# 2652683) is an Investment Advisor Representative working at Prosperitas Financial, LLC in Valencia, CA and has over 28 years of experience in the finance industry.

4
Christopher Ingram, financial advisor Valencia CA
Christopher M. Ingram
CRD#: 3156210
25060 Avenue Stanford, Suite 100, Valencia, CA 91355

Christopher Ingram (CRD# 3156210) is an Investment Advisor Representative working at Prosperitas Financial, LLC in Valencia, CA and has over 25 years of experience in the finance industry.

5
Jeremy Leibowitz, financial advisor Valencia CA
Jeremy M. Leibowitz
CRD#: 6131670
25060 Avenue Stanford, Suite 100, Valencia, CA 91355

Jeremy Leibowitz (CRD# 6131670) is an Investment Advisor Representative working at Prosperitas Financial, LLC in Valencia, CA and has over 11 years of experience in the finance industry.

6
Frederic Wachtel, financial advisor Valencia CA
Frederic M. Wachtel
CRD#: 4996873
25060 Avenue Stanford, Suite 100, Valencia, CA 91355

Frederic Wachtel (CRD# 4996873) is an Investment Advisor Representative working at Prosperitas Financial, LLC in Valencia, CA and has over 18 years of experience in the finance industry.

7
Allan Weiss, financial advisor Woodland Hills CA
Allan F. Weiss
CRD#: 1651363
21021 Ventura Blvd #200, Woodland Hills, CA 91364

Allan Weiss (CRD# 1651363) is an Investment Advisor Representative working at Prosperitas Financial, LLC in Woodland Hills, CA and has over 29 years of experience in the finance industry.

8
Kieran Wong, financial advisor Valencia CA
Kieran T. Wong
CRD#: 7028630
25060 Avenue Stanford, Suite 100, Valencia, CA 91355

Kieran Wong (CRD# 7028630) is an Investment Advisor Representative working at Prosperitas Financial, LLC in Valencia, CA and has over 5 years of experience in the finance industry.

9
Robert Clark, financial advisor Valencia CA
Robert J. Clark
CRD#: 7284518
25060 Avenue Stanford, Suite 100, Valencia, CA 91355

Robert Clark (CRD# 7284518) is an Investment Advisor Representative working at Prosperitas Financial, LLC in Valencia, CA and has 1 year of experience in the finance industry.

10
Andrew Cohen, financial advisor Valencia CA
Andrew Cohen
CRD#: 7765674
25060 Avenue Stanford, #255, Valencia, CA 91355

Andrew Cohen (CRD# 7765674) is an Investment Advisor Representative working at Prosperitas Financial, LLC in Valencia, CA and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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