# Prudent Prosperity

> Prudent Prosperity is a state-registered investment advisory firm in Little Elm, TX, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 333659
- Filed as: PRUDENT PROSPERITY
- Legal name: Prudent Prosperity of Texas, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Little Elm, TX
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333659
- AdvisorCensus page: https://advisorcensus.com/firm/prudent-prosperity-little-elm-tx-333659

## Quick answers

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

**Where is Prudent Prosperity located?**
Prudent Prosperity's principal office is in Little Elm, TX, according to its Form ADV.

**Is Prudent Prosperity registered with the SEC or a state?**
Prudent Prosperity is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 333659.

**How much does Prudent Prosperity manage?**
Prudent Prosperity reports $188,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Prudent Prosperity serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (2); individuals (other than high net worth individuals) (1).

**Does Prudent Prosperity 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/333659

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $188,000
- Discretionary: $188,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $78,000 |
| High net worth individuals | 2 | $110,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 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)
- prudentprosperity.com
- Facebook facebook.com
- LinkedIn @prudent-prosperity
- X @prudentpros
- YouTube @PrudentProsperity

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Prudent Prosperity (CRD 333659): Form ADV filing data as of October 2026.