Form Prosperity Wealth Advisors provides portfolio management for individuals and small businesses.
Form Prosperity Wealth Advisors reports 326 clients. They include 297 individual clients, 27 high-net-worth individuals, and 2 corporations and other businesses. Of its assets, 100.0% ($119M across 494 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 91% | 60% |
| High-net-worth individuals | 8% | 39% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 297 | $71.7M | 60.3% | $241K |
| High-net-worth individuals | 27 | $46.7M | 39.2% | $1.73M |
| Corporations and other businesses | Fewer than 5 | $593K | 0.5% | $296K |
| Total | 326 | $119M | 100% | — |
- Clients
- 297
- Regulatory AUM
- $71.7M
- AUM share
- 60.3%
- Avg. per client
- $241K
- Clients
- 27
- Regulatory AUM
- $46.7M
- AUM share
- 39.2%
- Avg. per client
- $1.73M
- Clients
- Fewer than 5
- Regulatory AUM
- $593K
- AUM share
- 0.5%
- Avg. per client
- $296K
Total
- Clients
- 326
- Regulatory AUM
- $119M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Form Prosperity Wealth Advisors charges 1.25%–2.00% a year for its Asset Management. The whole portfolio is charged at the rate of its band. The fee is billed in arrears, is negotiable and has a $1,000 annual minimum.
| Asset band | Annual rate |
|---|---|
| $0–$250K | 2.00% |
| $250K–$500K | 1.75% |
| $500K–$750K | 1.50% |
| $750K–$1M | 1.40% |
| $1M and above | 1.25% |
Fee details and sources
Jeremy McClymonds owns 75% or more of Form Prosperity Wealth Advisors. It has 1 employee.
Leadership
Jeremy McClymondsManaging Member/CCO
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 75% or more of Form Prosperity Wealth Advisors, LLC
Jeremy McClymonds
Control person · since February 2020
Besides its headquarters, Form Prosperity Wealth Advisors has 0 offices, with 1 listed address in Arizona.
Arizona · 1 listed address
- 1490 South Price Road, Suite #105, ChandlerHQ
Contact and registration details
- Legal name
- Form Prosperity Wealth Advisors, LLC
- Headquarters
- 1490 South Price Road, Suite #105, Chandler, AZ 85286
- Website
- formprosperity.com
- Phone
- 480-382-3676
- SEC file
- 801-135626
- Structure
- Arizona LLC
- Fiscal year end
- December
Form Prosperity Wealth Advisors uses Charles Schwab ($115M) as custodian for its separately managed accounts. Form Prosperity Wealth Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $115M100%
At year end, Form Prosperity Wealth Advisors’ separately managed accounts were mostly in stocks (50%) and funds (38%).
What the accounts hold
- Stocks50%
- Exchange-traded equities49%
- Non-exchange-traded equities1%
- Funds38%
- Bonds1%
- Cash11%
How many clients does Form Prosperity Wealth Advisors have?
Form Prosperity Wealth Advisors has 326 clients and manages $119 million for them, as of July 2026. They include 297 individual clients, 27 high-net-worth individuals, and 2 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 July 2026
What services does Form Prosperity Wealth Advisors offer?
Form Prosperity Wealth Advisors provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Form Prosperity Wealth Advisors charge?
Form Prosperity Wealth Advisors charges 1.25%–2.00% a year for its Asset Management. The whole portfolio is charged at the rate of its band. The fee is billed in arrears, is negotiable and has a $1,000 annual minimum.
Which custodians does Form Prosperity Wealth Advisors use?
Form Prosperity Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $115M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 July 2026
How many financial advisors does Form Prosperity Wealth Advisors have?
Form Prosperity Wealth Advisors has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Form Prosperity Wealth Advisors invest in?
At the end of its last fiscal year, Form Prosperity Wealth Advisors’ separately managed accounts held 49% exchange-traded equities, 38% registered funds (mutual funds, ETFs, BDCs), 11% cash and equivalents, 1% non-exchange-traded equities and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Form Prosperity Wealth Advisors?
Form Prosperity Wealth Advisors’ direct owner is Jeremy McClymonds (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 21 July 2026
How does Form Prosperity Wealth Advisors get paid?
Form Prosperity Wealth Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Form Prosperity Wealth Advisors?
Form Prosperity Wealth Advisors’ main office is at 1490 South Price Road, Suite #105, Chandler, AZ 85286. Its phone number is 480-382-3676. Its website is formprosperity.com.