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Building 2PROSPERO WEALTH, LLC

Map pin
Phone971-716-1991
NotebookSEC #801-134848
Total AUM
$110.6M
Employees
8
Clients
87

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM-5PM
Monday - Friday
Phone
971-716-1991

ReceiptFinancials

Total AUM
$110.6M
Accounts
304
Discretionary
$110.6M
Accounts
304
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
38
AUM
$16M
HNW Individual Clients
42
AUM
$74.1M
Charitable Organization Clients
1
AUM
$55.1K
Investment Advisor Clients
5
AUM
$20.4M
Corporation or Business Clients
1
AUM
$26.6K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORTXWA

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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