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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- VertexTimber
- Established Date
- 04-26-2018
- Office Locations
- 5
Office Locations
About Prospero Wealth, LLC
Prospero Wealth, LLC is an SEC-registered RIA serving tech professionals and other DIY-minded investors with bite-sized financial planning, hourly projects, and ongoing portfolio management. The firm emphasizes behavioral coaching, asset allocation/location, systematic tax-loss harvesting, rebalancing, and withdrawal planning, and is known for strategies for concentrated or highly appreciated stock (diversification and risk hedging). No commissions; custody via Schwab/Fidelity.
Team overview
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Asset Classes
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Technology
Owner & Executives
Eric Michael Franklin
Chief Compliance Officer, Founder, MANAGING PRINCIPAL
- CRD
- #6885992
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
MICHAEL WILLIAM BERGINES
Financial Advisor
- CRD
- #2936808
Philippe Noel de la Motte
Financial Advisor
- CRD
- #7930215
North ember
Radial matrix meridian
- CRD
- #26819
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $110,555,693 | $363,670 |
| Non-Discretionary | $0 | -- |
| Total | $110,555,693 | $363,670 |
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Separately Managed Accounts
Total SMA Asset: $110,555,693
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $527,997,278 | 34.1% |
| Equity - Exchange | $345,288,543 | 22.3% |
| Equity - OTC | $675,093,294 | 43.6% |
| Total | $1,548,379,115 | 100.0% |