Philippe N. De La Motte

PROSPERO WEALTH

Wilsonville, OR

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CRD#: 7930215

Professional summary

Philippe Noel De La Motte, who also goes by Philippe Noel Lenferna De La Motte, is a registered financial advisor currently at PROSPERO WEALTH, LLC located in Wilsonville, Oregon.

Philippe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Philippe has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Philippe Noel Lenferna De La Motte

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Advisor is employed full-time at F5 Networks. This business is not investment-related. Its headquarters is located at 801 5th Ave, Seattle WA 98104. It is a technology software vendor. Advisor's current role is Vice President, Business Development. His start date was August, 2005. He devotes approximately 160 hours/month to this other business, all of which cover normal securities trading hours. His responsibility is to manage the technology alliances for F5.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philippe Noel De La Motte's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 3, 2024 - Present

PROSPERO WEALTH, LLC

RIA

CRD#: 289966

Wilsonville, OR

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/3/2024)

IAR

Oregon
(7/15/2024)

IAR

Texas
(6/3/2024)

IAR

Washington
(6/3/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/5/2024

Uniform Investment Adviser Law Examination

Current Firm

PROSPERO WEALTH, LLC

PROSEPRO WEALTH, LLC | PROSPERO WEALTH, LLC

CRD#: 289966 / SEC#: 801-134848

California

Registered Investment Advisory firm - (6/25/2018 Approved)

Oregon

Registered Investment Advisory firm - (7/15/2024 Approved)

Texas

Registered Investment Advisory firm - (8/24/2022 Conditional Restricted)

Washington

Registered Investment Advisory firm - (4/26/2018 Approved)

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Contact information

Main Address

Seattle, WA

Mailing Address

7724 35th Ave Ne #15170, Seattle, WA 98115-9955

Phone number

(971) 716-1991

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PROSPERO WEALTH, LLC - ADV PART 2A (10/28/2025)

ADV PART 2B - BROCHURE SUPPLEMENTS (3/11/2025)

Regulatory assets under management

Total Number of Accounts	278
AUM (Assets Under Management)	$ 100,313,592

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Philippe N. De La Motte

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Philippe Noel De La Motte's CRS (Customer Relationship Summary).

Certified licenses

Experience

PROSPERO WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/5/2024

Current Firm

PROSPERO WEALTH, LLC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PROSPERO WEALTH, LLC

TRUST BUT VERIFY

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