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MY PROSPER TEAM
Legal name: PROSPER WEALTH SOLUTIONS, LLC
CRD 311144File 801-119753
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$58.2M
Bottom 25% of cohort (national)
Discretionary AUM
$58.2M
Clients
438
438 accounts
Employees
5
Bottom 25% of cohort in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Nov 9, 2020
- Principal office
- 3200 CLUB HOUSE DR., SUITE 125, LEHI, UT, 84043
- Phone
- 801-889-1341
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $58.2M
- Discretionary AUM
- $58.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 438
- Non-discretionary accounts
- 0
- Total accounts
- 438
- AUM per client
- $133K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 44 | $30.4M |
| Individuals (other than high net worth individuals) | 394 | $27.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- Yes
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 6 | 5 | decreased by1 |
| Apr 1, 2026 | Clients | 469 | 438 | decreased by31 |
| Apr 1, 2026 | AUM | $52,508,000 | $58,240,000 | increased by$5,732,000 |
| Apr 1, 2026 | Accounts | 435 | 438 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 6 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 659 | 469 | decreased by190 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $25,174,000 | $52,508,000 | increased by$27,334,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 849 | 435 | decreased by414 |
| Apr 1, 2022 | Employees | 3 | 5 | increased by2 |
| Apr 1, 2022 | Clients | 601 | 659 | increased by58 |
| Apr 1, 2022 | AUM | $22,500,000 | $25,174,000 | increased by$2,674,000 |
| Apr 1, 2022 | Accounts | 916 | 849 | decreased by67 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MY PROSPER” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MY PROSPER” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.