Rian
Denich

Prosperitas Financial, LLC

CRD#7471301
Investment Advisor
in Valencia, CA

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About this Advisor

Rian Denich is a financial advisor operating out of Valencia, California with 2 years of industry experience. Denich works at Prosperitas Financial, LLC. Over the course of their career, they have held roles at Dapper Dan'S Car Wash, Wells Fargo Bank N.A, Prosperitas Financial, LLC and Student. Denich maintains a Series 65 license, designating them as an investment advisor representative, and is approved to work in California. Prosperitas Financial, LLC is a registered investment business that has its headquarters in Valencia, CA. The company has a total of 15 advisors. It has $222 million in assets across its 1,587 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 1,587 accounts, 87% are held by high-net-worth investors who have more than $1 million in investable assets. The company has 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 charged by financial advisors typically vary depending on which services the firm provides the client. Fee types billed by Prosperitas Financial, LLC most likely are comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

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

Rian Denich Work History

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

2021 - Present (3 years)

Prosperitas Financial, LLC

2019 - 2021 (2 years)

Wells Fargo Bank N.A

2014 - 2019 (5 years)

Dapper Dan'S Car Wash

2011 - 2014 (3 years)

Student

*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 Rian Denich 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
Mceathren Herrera
Valencia, CA
Jennifer Brown
Northridge, CA
Kieran Wong
Valencia, CA
Dylan Oliva
Valencia, CA
Jordan Hubbs
Valencia, CA
Rian Denich
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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