PERSONAL PROSPERITY LLC

PERSONAL PROSPERITY LLC is an SEC-registered investment adviser (CRD 313044). Regulatory assets under management: $22.1M.

Registration

• CRD: 313044
• Type: Registered investment adviser
• Phone: 713-413-7801
• Latest filing: 2026-02-26
• Regulatory AUM: $22.1M
• Discretionary AUM: $21.3M
• Non-discretionary AUM: $863K
• Clients: 2
• Accounts: 70

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 313044 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search