# Personal Prosperity LLC

> Personal Prosperity LLC is a state-registered investment advisory firm in Spring, TX, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.

- CRD: 313044
- Filed as: PERSONAL PROSPERITY LLC
- Legal name: B2 Innovations LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Spring, TX
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/313044
- AdvisorCensus page: https://advisorcensus.com/firm/personal-prosperity-llc-spring-tx-313044

## Quick answers

**How is Personal Prosperity LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Personal Prosperity LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Personal Prosperity LLC located?**
Personal Prosperity LLC's principal office is in Spring, TX, according to its Form ADV.

**Is Personal Prosperity LLC registered with the SEC or a state?**
Personal Prosperity LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 313044.

**How much does Personal Prosperity LLC manage?**
Personal Prosperity LLC reports $22,115,774 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (96% discretionary).

**What types of clients does Personal Prosperity LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (7); high net worth individuals (5).

**Does Personal Prosperity LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/313044

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $22,115,774
- Discretionary: $21,252,656
- Non-discretionary: $863,118

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 7 | $4,075,190 |
| High net worth individuals | 5 | $18,040,584 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- personalprosperity.net
- LinkedIn @personal-prosperity-llc
- LinkedIn @kenton-braun

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Personal Prosperity LLC (CRD 313044): Form ADV filing data as of October 2026.