Prospero Wealth, LLC

Overview

Prospero Wealth, LLC is an independent registered investment adviser organized as an LLC and listed as SEC-registered in 2025. The firm is owned by an individual and serves both individual/family and institutional clients. Its advisory scope centers on financial planning and portfolio management for individuals and small businesses. Compensation arrangements are mixed: percentage-of-AUM billing along with hourly and fixed-fee engagements. The adviser is not designated as an active ESG investor and is not identified as a pension consultant or related adviser. The filing indicates the firm is not a dedicated capital allocator, although it does place capital with third‑party real‑estate managers. The regulatory snapshot also marks the adviser as not a multi‑state adviser even though it operates multiple offices.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices