Prosper Private Wealth

Overview

Prosper Private Wealth is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2025. The firm focuses on serving individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its compensation model is mixed: percentage of assets under management, hourly charges and, in some cases, performance-based fees. The firm identifies as an active ESG investor and reports an individual owner structure. Prosper Private Wealth reports standard wealth-management activities rather than operating as a capital allocator or pension consultant. It is affiliated as an investment adviser and concentrates on fee-based planning and discretionary portfolio management for private clients.

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Location & Offices