Adviser Profile
| As of Date | 08/25/2025 |
| Registration status | Registration Changed to TEA & TAXES COMPANY DBA PROSPERITEA PLANNING |
| Contact Info | 413 xxxxxxx |
| Websites |
| AUM* | 124,992,422 51% |
| of that, discretionary | 124,992,422 832% |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 232,761 -5% |
| % High Net Worth | 40.37% -26% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Compensation Arrangments
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds