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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- OakFoundation unison +more
- Established Date
- 03-10-2021
- Office Locations
- 1
Office Locations
About Personal Prosperity LLC
Personal Prosperity LLC is a fiduciary wealth manager focused on goals-based financial planning and retirement solutions for individuals and families nearing or in retirement. The firm builds tailored portfolios and retirement income strategies emphasizing risk-aware asset allocation, diversification, disciplined rebalancing and withdrawal planning, and tax efficiency. Custody is supported through Charles Schwab, with an advice process designed to help clients pursue more stable, predictable distributions through market cycles.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Kenton Wayne Braun
Chief Compliance Officer, Owner, President
- CRD
- #7242960
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,252,656 | -- |
| Non-Discretionary | $863,118 | -- |
| Total | $22,115,774 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,115,774
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,324,888,260 | 28.8% |
| Cash | $2,082,712,399 | 25.8% |
| Equity - Exchange | $2,357,178,374 | 29.2% |
| Other | $1,307,749,646 | 16.2% |
| Total | $8,072,528,679 | 100.0% |