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MY PROSPER TEAM

PROSPER WEALTH SOLUTIONS, LLC

CRD 311144 · SEC 801-119753

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3200 CLUB HOUSE DR., SUITE 125, LEHI, UT, 84043, United States

Phone

801-889-1341

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$58.2M

Discretionary AUM

$58.2M

Team

5 total employees; 2 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals394$27.8M
High net worth individuals44$30.4M

States served

AZ, CA, CO, GA, IL, IN, MD, MN, NV, NY, NC, OH, PA, SC, TN, UT, VA, WI, WA, TX, HI, FL

All web addresses on file

Official SEC filing: View on IAPD