Kieran
Wong

Prosperitas Financial, LLC

CRD#7028630
Investment Advisor
in Valencia, CA

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About this Advisor

Kieran Wong is a financial advisor operating in Valencia, California who has 2 years of industry experience. Wong is currently employed by Prosperitas Financial, LLC. Their career trajectory has included roles at Next Financial Group, Status Not Quo, Kieran Consulting and Prosperitas Financial, LLC. Wong has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in California. Prosperitas Financial, LLC is a business operating out of Valencia, CA. The investment advisory business has a total of 15 financial advisors. It controls $222 million in assets across its 1,587 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 1,587 customer accounts, 87% are held by high-net-worth investors who have greater than $1 million in investable assets. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management typically depend on the services offered. Fee types billed by Prosperitas Financial, LLC most likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

25060 Avenue Stanford Suite 100
Valencia, CA 91355

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Prosperitas Financial, LLC Brokerage Details

Total Assets Under Management

$221,789,751

CA Average: $7,578,581,321
Total Number of Employees

15

CA Average: 43
Total Number of Accounts

1,587

CA Average: 3,727
Average Account Size

$139,754

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Kieran Wong Work History

Kieran has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Prosperitas Financial, LLC

2018 - Present (6 years)

Next Financial Group

2015 - 2016 (1 year)

Status Not Quo

2011 - 2021 (10 years)

Kieran Consulting

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Kieran Wong to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Prosperitas Financial, LLC

Jeremy Leibowitz
Valencia, CA
Jennifer Brown
Northridge, CA
Mceathren Herrera
Valencia, CA
Rian Denich
Valencia, CA
Kieran Wong
Valencia, CA
Jordan Hubbs
Valencia, CA
Dylan Oliva
Valencia, CA
Corinne Knox
Valencia, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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