Prosperitea Planning is an SEC registered investment adviser organized as a corporation with a primary office location in Greenfield, MA. Its latest Form ADV filing, dated March 5, 2026, reports $177M in regulatory assets under management, 4 employees, 2 offices, and 579 accounts.
Assets Under Management
$177M
Employees
4
Offices
2 offices
Total Clients
121
Primary office
GREENFIELD, MA
308 MAIN STREET, SUITE 3A, GREENFIELD, MA, United States
Top client segmentHNWI represent 52.1% of total clients.
Top client categories% of clientsClients
1
HNWI
52.1%
63
2
Individuals
47.9%
58
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$177Mas of March 5, 2026
Discretionary100.0%
$177M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$177M
Total Accounts579
10Y AUM Change+$52M (+41.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee30:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.