Overview
Assets Under Management: $111 million
High-Net-Worth Clients: 42
Average Client Assets: $1.8 million
Frequently Asked Questions
PROSPERO WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #289966), PROSPERO WEALTH, LLC is subject to fiduciary duty under federal law.
PROSPERO WEALTH, LLC serves 42 high-net-worth clients according to their SEC filing dated March 29, 2026. View client details ↓
According to their SEC Form ADV, PROSPERO WEALTH, LLC offers financial planning and portfolio management for individuals. View all service details ↓
PROSPERO WEALTH, LLC manages $111 million in client assets according to their SEC filing dated March 29, 2026.
According to their SEC Form ADV, PROSPERO WEALTH, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.99%
Average Client Assets: $1.8 million
Total Client Accounts: 304
Discretionary Accounts: 304
Regulatory Filings
CRD Number: 289966
Filing ID: 2080874
Last Filing Date: 2026-03-29 17:32:56