# Form Prosperity Wealth Advisors, LLC

> Form Prosperity Wealth Advisors, LLC is an SEC-registered investment advisory firm in Chandler, AZ, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 21, 2026.

- CRD: 307792
- Filed as: FORM PROSPERITY WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chandler, AZ
- Filing period: October 2026
- Form ADV filing dated: July 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307792
- AdvisorCensus page: https://advisorcensus.com/firm/form-prosperity-wealth-advisors-llc-chandler-az-307792

## Quick answers

**How is Form Prosperity Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Form Prosperity Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Form Prosperity Wealth Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated July 21, 2026 states: Up to $249,999: 2% a year; $250,000 to $499,999: 1.75% a year; $500,000 to $749,999: 1.5% a year; $750,000 to $999,999: 1.4% a year; Above $1,000,000: 1.25% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Form Prosperity Wealth Advisors, LLC located?**
Form Prosperity Wealth Advisors, LLC's principal office is in Chandler, AZ, according to its Form ADV.

**Is Form Prosperity Wealth Advisors, LLC registered with the SEC or a state?**
Form Prosperity Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 307792.

**How much does Form Prosperity Wealth Advisors, LLC manage?**
Form Prosperity Wealth Advisors, LLC reports $118,965,694 in regulatory assets under management in its Form ADV filing dated July 21, 2026 (100% discretionary).

**What types of clients does Form Prosperity Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (297); high net worth individuals (27); corporations or other businesses not listed above (2).

**Which custodians does Form Prosperity Wealth Advisors, LLC use?**
Form Prosperity Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Form Prosperity Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307792

**What changed in Form Prosperity Wealth Advisors, LLC's recent Form ADV filings?**
In the May 2026 filing data: Registered or notice-filed in LA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 21, 2026)

- Up to $249,999: 2% a year
- $250,000 to $499,999: 1.75% a year
- $500,000 to $749,999: 1.5% a year
- $750,000 to $999,999: 1.4% a year
- Above $1,000,000: 1.25% a year

> FORM charges an annual investment advisory fee based on the total assets under management as follows: Assets Under Management Standard Annual Fee Up to $249,999 2.00% $250,000 to $499,999 1.75% $500,000 to $749,999 1.50% $750,000 to $999,999 1.40% Over $1,000,000 1.25%

- Minimum annual fee: $1,000

> FORM charges a minimum annual fee of $1,000 per household for advisory Clients.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $118,965,694
- Discretionary: $118,965,694
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 297 | $71,716,934 |
| High net worth individuals | 27 | $46,655,906 |
| Corporations or other businesses not listed above | 2 | $592,854 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AZ, CO, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- formprosperity.com
- Facebook @FORMProsperity
- LinkedIn @form-prosperity-wealth-advisors-llc
- LinkedIn @jeremymcclymonds

## Changes in the filing (last 12 months)

### May 2026
- Registered or notice-filed in LA.

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Form Prosperity Wealth Advisors, LLC (CRD 307792): Form ADV filing data as of October 2026.