Ava Elizabeth Pompay
Investment adviser representative at Prosperity Wealth Planning LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$269.2MFirm assets
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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
- Seminars and workshops
Experience
10 years in the industry.
- Prosperity Wealth Planning LLCApr 2026 to now
- Prosperity Wealth Planning LLCJan 2024 to Mar 2026
- California State UniversityOct 2023 to Jan 2024
- TargetOct 2020 to Oct 2023
- StudentNov 2019 to Sep 2020
- Clean JuiceJul 2019 to Oct 2019
- High School StudentFeb 2019 to Jun 2019
- PacsunNov 2018 to Jan 2019
- High School StudentMar 2016 to Nov 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Prosperity Wealth Planning LLC
$269.2MAssets managed
173Clients
4Advisers
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
- 8249380
- Firm CRD
- 315163