Adviser Profile
| As of Date | 12/03/2025 |
| Registration status | Registration Changed to PROSPERO WEALTH, LLC |
| Contact Info | 971 xxxxxxx |
| Websites |
| AUM* | 100,313,592 157% |
| of that, discretionary | 100,313,592 157% |
| Number of Employees | 7 75% |
| of those in investment advisory functions | 6 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 360,840 54% |
| % High Net Worth | 48.24% 26% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Other investment advisers
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds