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| Keyboard |
| Prospero Wealth LLC
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|---|---|
| CRD # | 289966 |
| SEC # | 801-134848 |
| CIK # | |
| AUM | 110.6 M (2026-03-29) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 971-716-1991 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 38 | 16.0 |
| (b) Individuals (high net worth individuals) | 42 | 74.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 5 | 20.4 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 304 | 110.6 |
| By Discretionary | ||
| Discretionary | 304 | 110.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 304 | 110.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.2 | |
| United States Persons | 105.3 | |
| Total | 304 | 110.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 24 (4 non-US) |
| Serves | Retail |
| LEI | 604037837 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Golden Years Advisory LLC
✚
|
GA | 111.1 M |
|
Levenson Wealth LLC
✚
|
111.0 M | |
|
Summit Planning Group Inc
✚
|
NY | 111.0 M |
|
CL Sheldon & Company LLC
✚
|
110.7 M | |
|
Compass Investment Advisers LLC
✚
|
OR | 110.5 M |
|
Armour Wealth Advisors LLC
✚
|
WA | 110.4 M |
|
Generouswealth LLC
✚
|
SC | 110.4 M |
|
Crystal View Capital LLC
✚
|
MI | 110.3 M |
|
Charles River Wealth Management LLC
✚
|
MA | 110.3 M |
|
Hampel Investment Advisors LLC
✚
|
110.1 M |