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PRUDENT PROSPERITY
PRUDENT PROSPERITY OF TEXAS, LLC
CRD 333659
2156 SUMARD DR, LITTLE ELM, TX, 75068, United States
Phone
302-559-8533
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$188K
Discretionary AUM
$188K
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees; 1% OF THE NAV (OR ASSETS UNDER MGMT) NON-PORTFOLIO INVESTMENTS
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $78K |
| High net worth individuals | 2 | $110K |
All web addresses on file
Official SEC filing: View on IAPD