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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.