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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-23 |
| FL | RA | APPROVED | 2019-05-31 |
| MI | RA | APPROVED | 2019-04-22 |
Branch Locations
1597 Sandringham Way, Bloomfield Hills, MI 48301 • United States
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 |
|---|---|---|---|---|
| Planning Alternatives Ltd. | Bloomfield Hills | MI | 01/2015 | 03/2019 |
| Wealthcare Advisors | Bloomfield Hills | MI | 01/2015 | 02/2018 |
| Prosperity Wealth Strategies Llc | Bloomfield Hills | MI | 03/2019 | Present |
I am a licensed attorney in the State of Michigan, but I do not practice law.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-04 |
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