Prosperity Wealth Planning Revenue, Growth & Competitor Profile

DBA PROSPERITY WEALTH PLANNING LLC

Company Profile & Annual Report for Prosperity Wealth Planning

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Prosperity Wealth Planning Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	3780 Kilroy Airport Way Suite 200 Long Beach, CA 90806

Note: Revenues for privately held companies are statistical evaluations.


Prosperity Wealth Planning's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Prosperity Wealth Planning's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Prosperity Wealth Planning is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Prosperity Wealth Planning Annual Revenue and Growth Rate

Prosperity Wealth Planning	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$1 - $10 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Prosperity Wealth Planning's revenues are gauged from an analysis of company filings.

Prosperity Wealth Planning's Income Statement (based on Industry Averages)

Prosperity Wealth Planning P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Market Share of Prosperity Wealth Planning's Largest Competitors

A competitive analysis shows these companies are in the same general field as Prosperity Wealth Planning, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Prosperity Wealth Planning. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
HALBERT HARGROVE GLOBAL ADVISORS	Long Beach, CA	100
CRUX WEALTH ADVISORS	Long Beach, CA	41
LA WEALTH MANAGEMENT	Long Beach, CA	17
KAL CAPITAL MARKETS	Long Beach, CA	14
WEALTHSPRING	Long Beach, CA	14
WILLIAM ALLAN	Long Beach, CA	14

Other Companies at 3780 Kilroy Airport Way, Long Beach CA

Company	Headquarters	Revenue ($ MM)
MOFFATT NICHOL-WBCM JV	Long Beach, CA	100
ROBERT D. STEWART COMPANY DBA STEWART	Long Beach, CA	22
WALLBOARD TOOL	Long Beach, CA	5
KPPB	Long Beach, CA	4
KUSAR LEGAL SERVICES	Long Beach, CA	1

Future Competition: Prosperity Wealth Planning's Fastest Growing Competitors

These companies are in the same general field as Prosperity Wealth Planning and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)