This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.86 fund_share=0.0 institutional_share=0.14 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$234MItem 5.F on the latest filing (2026-07-06); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$201M

Private client RAUM

$201MderivedItem 5.D individuals plus high net worth individuals

Private client share

86%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$117Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

651

Individual clients

339

High net worth clients

51

Custody, client assets

$125M

SEC number

801-131973

CRD

327660

Filings on the tape

3

First filed

Jan 14, 2025

Latest filed

Jul 6, 2026

Organised

Limited Liability Company, FL

Website

myplantoprosper.com

Graph

RIA / Wealth Management

Canonical id

dfx:ria:069d6501-a054-1db3-deda-96a80593bb0b

First observed

Jan 14, 2025

Last observed

Jul 6, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.