PROSPER WEALTH SOLUTIONS, LLC
Legal name: MY PROSPER TEAM
CRD #311144 SEC #801-119753 LEHI, UT 801-889-1341
SEC Registered Private Funds
Total AUM
$52.5M
Discretionary
$52.5M
Employees
6
Clients
26
Accounts
435
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $52.5M | $52.5M | $0 | 6 | 0 |
| Mar 2025 | $52.5M | $52.5M | $0 | 6 | 0 |
| Feb 2025 | $39.7M | $39.7M | $0 | 6 | 0 |
| Mar 2024 | $39.7M | $39.7M | $0 | 6 | 0 |
| Feb 2024 | $28.2M | $28.2M | $0 | 5 | 0 |
| Nov 2023 | $28.2M | $28.2M | $0 | 5 | 0 |
| Mar 2023 | $28.2M | $28.2M | $0 | 5 | 0 |
| Mar 2022 | $25.2M | $25.2M | $0 | 5 | 0 |
| Mar 2022 | $25.2M | $25.2M | $0 | 5 | 0 |
| Oct 2021 | $22.5M | $22.5M | $0 | 3 | 0 |
| Oct 2021 | $22.5M | $22.5M | $0 | 3 | 0 |
| Sep 2021 | $22.5M | $22.5M | $0 | 3 | 0 |
| Mar 2021 | $22.5M | $22.5M | $0 | 3 | 0 |
| Oct 2020 | $23.1M | $23.1M | $0 | 3 | 0 |
| Oct 2020 | $23.1M | $23.1M | $0 | 3 | 0 |
DateMar 2025
Total AUM$52.5M
Discretionary$52.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$52.5M
Discretionary$52.5M
Non-Disc.$0
Employees6
Clients0
DateFeb 2025
Total AUM$39.7M
Discretionary$39.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$39.7M
Discretionary$39.7M
Non-Disc.$0
Employees6
Clients0
DateFeb 2024
Total AUM$28.2M
Discretionary$28.2M
Non-Disc.$0
Employees5
Clients0
DateNov 2023
Total AUM$28.2M
Discretionary$28.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$28.2M
Discretionary$28.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$25.2M
Discretionary$25.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$25.2M
Discretionary$25.2M
Non-Disc.$0
Employees5
Clients0
DateOct 2021
Total AUM$22.5M
Discretionary$22.5M
Non-Disc.$0
Employees3
Clients0
DateOct 2021
Total AUM$22.5M
Discretionary$22.5M
Non-Disc.$0
Employees3
Clients0
DateSep 2021
Total AUM$22.5M
Discretionary$22.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$22.5M
Discretionary$22.5M
Non-Disc.$0
Employees3
Clients0
DateOct 2020
Total AUM$23.1M
Discretionary$23.1M
Non-Disc.$0
Employees3
Clients0
DateOct 2020
Total AUM$23.1M
Discretionary$23.1M
Non-Disc.$0
Employees3
Clients0