A complete list of active advisors currently associated with Prospero Wealth, LLC

Warmer can help you find a great advisor at Prospero Wealth, LLC or one who fits your needs even better.

Prospero Wealth provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts, businesses and employer retirement plans. The firm also offers ongoing advice and monitoring for held‑away retirement and brokerage accounts and provides assets‑under‑advisement consulting to other investment advisers. Investment programs are tailored to client objectives and are implemented primarily with individual securities and exchange‑traded funds, including direct indexing and the use of leveraged and inverse ETFs; the firm may also employ options and short sales as part of portfolio construction or hedging. Prospero discloses the use of derivatives and long‑short strategies in separately managed accounts and leverages third‑party model marketplaces and custodial platforms to implement its recommendations. Noteworthy for a team‑model firm, Prospero accepts other investment adviser clients for AUA consulting (a relatively uncommon offering) and explicitly uses derivative and shorting strategies in client accounts, which is less typical among peers. Operational distinctions include held‑away account access via Pontera and relationships with multiple custodians (including Interactive Brokers, Fidelity, Schwab and Altruist); the firm recently transitioned to SEC registration and manages roughly $110 million of discretionary assets with a seven‑person advisory team.

To learn more about the advisors currently working at Prospero Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse Prospero Wealth, LLC's office locations.