MY PROSPER TEAM
  • MY PROSPER TEAM
  • PROSPER WEALTH SOLUTIONS, LLC
  • PROSPER WEALTH SOLUTIONS

Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 11/09/2020
ADV Location LEHI, UT, United States
Contact Info 801 xxxxxxx
Websites
AUM* 58,240,000 11%
of that, discretionary 58,240,000 11%
Number of Employees 5 -17%
of those in investment advisory functions 2 -67%
Private Fund GAV* 37,300,000 16%
Avg Account Size 132,968 10%
% High Net Worth 10.05% 39%
SMA’s Yes
Private Funds 7 2

Adviser Type

- Multi-state adviser

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

58M 50M 42M 33M 25M 17M 8M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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