Kieran Thomas Wong
Investment adviser representative at Prosperitas Financial, LLC
15 yearsExperience
2 statesRegistered in
$812.5MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Prosperitas Financial, LLCAug 2021 to now
- Next Financial GroupOct 2018 to now
- Kieran ConsultingAug 2011 to Aug 2021
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (CA, ID).
Prosperitas Financial, LLC
$812.5MAssets managed
2,138Clients
39Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7028630
- Firm CRD
- 315768