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Ava Elizabeth Pompay

Prosperity Wealth Planning LLC

Irvine, CA

CRD 8249380

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Employer firm

Prosperity Wealth Planning LLC CRD 315163

$269M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Prosperity Wealth Planning Llc

3349 Michelson Dr Suite 200-8E, Irvine, CA 92612 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-09
TX RA APPROVED 2026-04-09
  • CA RA
    APPROVED
    Since 2026-04-09
  • TX RA
    APPROVED
    Since 2026-04-09

Branch Locations

3349 Michelson Dr Suite 200-8E, Irvine, CA 92612 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
High School Student Irvine CA 03/2016 11/2018
Pacsun Irvine CA 11/2018 01/2019
High School Student Irvine CA 02/2019 06/2019
Clean Juice Irvine CA 07/2019 10/2019
Student Irvine CA 11/2019 09/2020
Target Fullerton CA 10/2020 10/2023
Prosperity Wealth Planning Llc Irvine CA 01/2024 03/2026
Prosperity Wealth Planning Llc Irvine CA 04/2026 Present
California State University Fullerton CA 10/2023 01/2024
  • 03/2016 → 11/2018
    High School Student
    Irvine, CA
  • 11/2018 → 01/2019
    Pacsun
    Irvine, CA
  • 02/2019 → 06/2019
    High School Student
    Irvine, CA
  • 07/2019 → 10/2019
    Clean Juice
    Irvine, CA
  • 11/2019 → 09/2020
    Student
    Irvine, CA
  • 10/2020 → 10/2023
    Target
    Fullerton, CA
  • 01/2024 → 03/2026
    Prosperity Wealth Planning Llc
    Irvine, CA
  • 04/2026 → Present
    Prosperity Wealth Planning Llc
    Irvine, CA
  • 10/2023 → 01/2024
    California State University
    Fullerton, CA
Designations
  • Certified Financial Planner

View on SEC IAPD

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