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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

PROSPERITY ECONOMICS PARTNERS, LLC

CRD 148122

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e8cd5be8-4686-760b-f33e-e90819bdaf18

Data as of Nov 11, 2020 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 6
On other graphs: 0
Observed: Dec 23, 2011 to Nov 11, 2020
45 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 14
Advisory employees: 13
Offices: 13Schedule D 1.F, beyond the principal office
SEC number: 801-69706
CRD: 148122
Filings on the tape: 45
First filed: Dec 23, 2011
Latest filed: Nov 11, 2020
Organised: Limited Liability Company, Texas

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CHIN, SOTHARA	CHIEF COMPLIANCE OFFICER	Na	yes	08/2019	Aug 20, 2019	Nov 11, 2020
LANGFORD, TODD, ALLEN	Owner	E	yes	08/2019	Dec 23, 2011	Nov 11, 2020

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PARTNERS FOR PROSPERITY, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Templeton	CA	United States	1	no
Chicago	IL	United States	1	no
Mundelein	IL	United States	1	no
Holden	Ma	United States	1	no
Beaver	Pa	United States	1	no
MT. ENTERPRISE	TX	United States	1	no
Alpine	Ut	United States	1	no
RIVER HEIGHTS	Ut	United States	1	no
SALT LAKE CITY	Ut	United States	1	no
Romeny	Wv	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2019	Mar 27, 2020	n/a	n/a	13	13	10	n/a	n/a
2018	Mar 30, 2019	n/a	n/a	17	17	23	n/a	n/a
2017	Mar 30, 2018	n/a	n/a	17	17	22	n/a	n/a
2016	Mar 28, 2017	n/a	n/a	16	16	n/a	n/a	n/a
2015	Dec 3, 2015	n/a	n/a	11	11	n/a	n/a	n/a
2014	Dec 23, 2014	n/a	n/a	11	11	n/a	n/a	n/a
2013	Dec 17, 2013	n/a	n/a	11	11	n/a	n/a	n/a
2012	Jan 24, 2013	n/a	n/a	18	18	n/a	n/a	n/a
2011	Dec 23, 2011	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2019	n/a	n/a	n/a	n/a	n/a	14	17	13	23

Relationships

Controls (2)

← CHIN, SOTHARAOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 20, 2019 to presentfactForm ADV
← LANGFORD, TODD, ALLENOwnerOWNER, ownership code E, individual
Dec 23, 2011 to presentfactForm ADV

Registered with (17)

← JULIE ANN HEPBURNAdvisorregistration: previous registration
Jun 1, 2018 to Jun 1, 2021factForm ADV
← PETER MICHAEL CRABTREEAdvisorregistration: previous registration
May 20, 2020 to Jun 1, 2021factForm ADV
← THOMAS WAYNE YOUNGAdvisorregistration: previous registration
Nov 2, 2018 to Feb 11, 2021factForm ADV
← JASON IVAN HENDERSONAdvisorregistration: previous registration
Feb 14, 2011 to Feb 11, 2021factForm ADV
← PATRICK H DONOHOEAdvisorregistration: previous registration
May 8, 2018 to Feb 11, 2021factForm ADV
← DAMIEN EARL BRAYBOYAdvisorregistration: previous registration
Oct 9, 2020 to Feb 11, 2021factForm ADV
← IRA JOSEPH STARRAdvisorregistration: previous registration
May 6, 2014 to Dec 7, 2018factForm ADV
← ROBERT WESTIN BRIDELAdvisorregistration: previous registration
Oct 8, 2010 to Nov 28, 2018factForm ADV
← Kenneth D. GreeneAdvisorregistration: previous registration
Feb 16, 2017 to Nov 1, 2018factForm ADV
← BRYAN MICHAEL MCCLOSKEYAdvisorregistration: previous registration
Nov 10, 2015 to Sep 14, 2018factForm ADV
← Sheldon SingletonAdvisorregistration: previous registration
Dec 12, 2016 to Jul 26, 2018factForm ADV
← DONALD GENE DURRAdvisorregistration: previous registration
Feb 26, 2016 to Nov 20, 2017factForm ADV
← GINA CAMILLE WELLSAdvisorregistration: previous registration
Jul 2, 2010 to May 2, 2016factForm ADV
← BARBARA PERKINS TREADWELLAdvisorregistration: previous registration
Mar 11, 2011 to Jul 12, 2012factForm ADV
← DAVID LEE COBBAdvisorregistration: previous registration
Oct 27, 2010 to Feb 6, 2012factForm ADV
← DANIEL LAURENCE KOERNERAdvisorregistration: previous registration
Feb 25, 2011 to Nov 1, 2011factForm ADV
← ROY JOSEPH INNELLAAdvisorregistration: previous registration
Oct 15, 2010 to Sep 15, 2011factForm ADV

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 18, 2020
Control person left
Diane Kim Butler (Owner) no longer on Schedule A of Prosperity Economics Partners, Llc (listed 2020-07-03, absent 2020-08-18)
Form ADVobserved 3 days ago
Occurred
Aug 20, 2019
Control person joined
Sothara Chin (Chief Compliance Officer) appeared on Schedule A of Prosperity Economics Partners, Llc
Form ADVobserved 3 days ago
Occurred
Dec 23, 2014
Succession filed (Item 4)
Partners For Prosperity, Inc. reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 3 days ago

Show 3 bookkeeping events

Occurred
Nov 11, 2020
Prosperity Economics Partners, Llc reported 13 state-registered advisory representatives, up from 2 (2020-09-28 to 2020-11-11)
Occurred
Aug 18, 2020
Prosperity Economics Partners, Llc reported 2 state-registered advisory representatives, down from 13 (2020-07-03 to 2020-08-18)
Occurred
Mar 11, 2020
Prosperity Economics Partners, Llc reported 10 offices beyond its principal office, down from 23 (2019-11-25 to 2020-03-11)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e8cd5be8-4686-760b-f33e-e90819bdaf18
First observed: Dec 23, 2011
Last observed: Nov 11, 2020 71 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.

PROSPERITY ECONOMICS PARTNERS, LLC

CRD 148122

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e8cd5be8-4686-760b-f33e-e90819bdaf18

Data as of Nov 11, 2020 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:18 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CHIN, SOTHARA

CHIEF COMPLIANCE OFFICER

yes

08/2019

Aug 20, 2019

Nov 11, 2020

LANGFORD, TODD, ALLEN

Owner

yes

08/2019

Dec 23, 2011

Nov 11, 2020

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PARTNERS FOR PROSPERITY, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Templeton

United States

Chicago

United States

Mundelein

United States

Holden

United States

Beaver

United States

MT. ENTERPRISE

United States

Alpine

United States

RIVER HEIGHTS

United States

SALT LAKE CITY

United States

Romeny

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Mar 27, 2020

n/a

2018

Mar 30, 2019

n/a

2017

Mar 30, 2018

n/a

2016

Mar 28, 2017

n/a

2015

Dec 3, 2015

n/a

2014

Dec 23, 2014

n/a

2013

Dec 17, 2013

n/a

2012

Jan 24, 2013

n/a

2011

Dec 23, 2011

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

n/a