NORTH KANSAS CITY, MOCRD 298268Latest ADV February 20, 2026
Prosperity Planning is an SEC registered investment adviser organized as a corporation with a primary office location in North Kansas City, MO. Its latest Form ADV filing, dated February 20, 2026, reports $543M in regulatory assets under management, 13 employees, and 1,432 accounts.
Assets Under Management
$543M
Employees
13
Offices
--
Total Clients
406
Primary office
NORTH KANSAS CITY, MO
1920 BUCHANAN STREET, NORTH KANSAS CITY, MO, United States
Top client segmentIndividuals represent 50.7% of total clients.
Top client categories% of clientsClients
1
Individuals
50.7%
206
2
HNWI
43.6%
177
3
Charitable
5.7%
23
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$543Mas of February 20, 2026
Discretionary98.2%
$534M
98% of total RAUM98.2%
Non-discretionary1.8%
$10M
2% of total RAUM1.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$543M
Total Accounts1,432
10Y AUM Change+$543M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee31:1
10Y Employee Change+4 (+44.4%)
* 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.