SourcingSourcing

FORM PROSPERITY WEALTH ADVISORS, LLC

C44
CRD 307792·SEC 801-135626·CHANDLER, AZ
AUM
$112.9M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$339K
@ 30% margin
Est. Deal Value
$2.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FORM PROSPERITY WEALTH ADVISORS, LLC
CRD
307792
SEC file #
801-135626
EIN
—
DBA names
—

Economics

AUM
$112.9M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals Other272
Individuals High Net Worth34
Corporations3

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
—
Primary office
CHANDLER AZ
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/27/2026
ADV-W filed at
—
Website
formprosperity.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCCLYMONDS, JEREMY, ROBERT BAIN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MCCLYMONDS, JEREMY, ROBERT BAIN
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FORMPROSPERITY.COM
Rdap Domain Creation Date
2010-07-05T22:01:14Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4023
Soi Zip Pct 200k Plus
0.1627
Soi Zip Returns 200k Plus
3,740
Soi Zip Total AGI
2,997,230
Fdic Zip Total Deposits
8,305,470,000
Fdic Zip Branch Count
103
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
First-Citizens Bank & Trust Company

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
FirstBank of Arizona, Inc.Chandler, AZ
U.S. Bank National AssociationChandler, AZ
Fdic Zip HHI
1874.25
Fdic Zip Top Bank Share Pct
29.86
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-07-05T22:01:14Z
Rdap Domain Last Changed
2025-05-30T21:23:41Z
Rdap Nameservers
Ns17.domaincontrol.comNs18.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI56,289
Returns4,500
Stub 2
AGI146,790
Returns3,930
Stub 3
AGI188,650
Returns3,050
Soi Zip Total Business Income
63,227
Soi Zip Total Cap Gains
130,672
Soi Zip Total Dividends
38,705
Soi Zip Total Returns
22,990
Top Owner CRD
5606748
Trust Company Affiliate
No

People (1)

1
MCCLYMONDS, JEREMY, ROBERT BAIN
IAR · Direct Owner · 87.5%
5606748