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Prosperity Wealth Strategies LLC CRD 301923
$95.2M regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
36400 Woodward Avenue Suite 128, Bloomfield Hills, MI 48304 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-11-20 |
| MI | RA | APPROVED | 2025-11-18 |
| TX | RA | APPROVED_RES | 2025-10-23 |
Branch Locations
36400 Woodward Avenue Suite 128, Bloomfield Hills, MI 48304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Investment Management Inc. | Chicago | IL | 05/2016 | 08/2025 |
| J.P. Morgan Institutional Investments Inc. | Chicago | IL | 05/2016 | 08/2025 |
| Jpmorgan Chase | Chicago | IL | 05/2016 | 08/2025 |
| Prosperity Wealth Strategies Llc | Bloomfield Hills | MI | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-18 |
| S66 | Uniform Combined State Law Examination | 2007-10-12 |
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