THE DISCLOSURE LIBRARY
Verify everything. Please.
A fiduciary firm should be auditable by strangers. Everything regulators require us to disclose lives on this page, and the fastest way to verify us independently is the public record itself.
Form ADV Part 2A
The firm brochure: services, fee schedules, conflicts, and disciplinary history. View the current brochure on the SEC's IAPD site.
Form CRS
The client relationship summary, in plain language. View Form CRS on the SEC's IAPD site.
Verify us independently
Look up ProsperiFi LLC (CRD #292771) on the SEC's Investment Adviser Public Disclosure site — the public record, maintained by the regulator, not by us.
Also in the library: our privacy notice and text messaging disclosure. Wealth Defense 360™ and Wealth Builder Score™ are educational self-assessments; results are generated solely from your responses, do not constitute personalized advice, and create no advisory relationship.