Michael William Bergines
Investment adviser representative at Prospero Wealth, LLC
12 yearsExperience
1 stateRegistered in
$110.6MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Prospero Wealth, LLCMar 2025 to now
- Armanino LLPNov 2021 to Dec 2024
- Btn Consulting, IncMay 2021 to Nov 2021
- Addi, IncJan 2021 to Apr 2021
- ConversicaOct 2019 to Jan 2021
- UnemployedMay 2019 to Oct 2019
- PaypalJan 2014 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Prospero Wealth, LLC
$110.6MAssets managed
87Clients
7Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2936808
- Firm CRD
- 289966