Prospero Wealth, LLC

Prospero Wealth, LLC (CRD# 289966) is a financial advisory firm headquartered in Seattle, WA. They manage $39,060,338 in 167 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
7724 35th Ave Ne #15170, Seattle, WA 98115-9955
http://prosperowealth.com
By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    167
    ACCOUNTS
  • Average Account Value
    $233,894
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX, WA

Financial Advisors at Prospero Wealth, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Eric Franklin, financial advisor Seattle WA
Eric M. Franklin
CRD#: 6885992
Seattle, WA

Eric Franklin (CRD# 6885992) is an Investment Advisor Representative working at Prospero Wealth, LLC in Seattle, WA and has over 6 years of experience in the finance industry.

2
Marcus Maurer, financial advisor Seattle WA
Marcus J. Maurer
CRD#: 5069858
Seattle, WA

Marcus Maurer (CRD# 5069858) is an Investment Advisor Representative working at Prospero Wealth, LLC in Seattle, WA and has over 18 years of experience in the finance industry.

3
Philippe De La Motte, financial advisor Seattle WA
Philippe N. De La Motte
CRD#: 7930215
Seattle, WA

Philippe De La Motte (CRD# 7930215) is an Investment Advisor Representative working at Prospero Wealth, LLC in Seattle, WA and has 1 year of experience in the finance industry.

4
Suhas Joshi, financial advisor Seattle WA
Suhas M. Joshi
CRD#: 7677455
Seattle, WA

Suhas Joshi (CRD# 7677455) is an Investment Advisor Representative working at Prospero Wealth, LLC in Seattle, WA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals