Company Overview
- Headquarters
- 8841 Research Dr Ste 100, Irvine CA
- Website
- fdpwm.com
- Phone
- (949) 855-4337
- Employees
- 8
- Founded in
- 1983
- Industry
- Financial Services
Financials & Stats
Revenue
$10B
Who is FDP Wealth Management
Prosperity Partners is a wealth management firm headquartered in Irvine, California. The company employs 20-49 individuals and generates over $10,000 in annual revenue. Prosperity Partners provides comprehensive financial solutions tailored to various clientele, including individuals, family foundations, small business owners, construction industry professionals, entertainers and sports figures, and inheritors. The firm specializes in wealth management, exit strategies, and legacy planning. Prosperity Partners' NextGEN service focuses on ensuring that inherited wealth is effectively managed and aligns with the wishes of the original owner, protecting the legacy for future generations. Prosperity Partners offers a range of resources and tools to educate clients on wealth building and preservation. Their video channel and podcast, "The Prosperity Report," features insights from business owners and financial experts. Additionally, their Exit Preparedness Assessment is a concise tool that helps business owners evaluate their readiness for selling, transferring, or exiting their company. To learn more about Prosperity Partners and their services, visit their website at fdpwm.com.
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 10M | 35 | Dallas, TX | 1961 | |
| 10M | 23 | San Francisco, CA | ||
| 10M | 1 | Miami Beach, FL | ||
| 10M | 7 | Burr Ridge, IL | 2012 | |
| 10M | 1 | Cheyenne, WY | 1953 |