Prospero Wealth Advisors
Finance · California, United States · 1-10 Employees
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Overview
Headquarters
925 Highland Pointe Dr Ste 190, Rosevill...Phone Number
(916) 740-2400Website
www.prosperoadvisors.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
2
About Prospero Wealth Advisors
Prospero Wealth Advisors specializes in managing investments for families with a net worth of $5 million or more, offering personalized investment strategies that focus on tax efficiency, enhanced income, and diversified growth. Their team includes experienced professionals with expertise in tax and estate planning, ensuring a comprehensive wealth management approach. Through a partnership with Osaic Wealth, Inc., they provide access to extensive resources and unique investment solutions. The firm emphasizes strategic planning for long-term success and aims to strengthen family legacies through tailored financial strategies.Explore more
Prospero Wealth Advisors Org Chart
SM
Managing Partner and Financial Advisor
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Revenue
Number of Employees
Type
Funding
Founded In
Prospero Wealth Advisors
<$5M
1-10
Private
<$5M
2013
CB
Christian BaldreeFounder & CEO & Financial Advisor
Company Profile Activity
Activity Insights
Prospero Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Prospero Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Prospero Wealth Advisors.
Prospero Wealth Advisors financials insights
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2021
Debt
$35K
Prospero Wealth Advisors Tech Stack
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Prospero Wealth Advisors specializes in managing investments for families with a net worth of $5 million or more, offering personalized investment strategies that focus on tax efficiency, enhanced income, and diversified growth. Their team includes experienced professionals with expertise in tax and estate planning, ensuring a comprehensive wealth... Read More
