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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Utah
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (24)
AZ CA CO FL GA HI IL IN MA MD MN NC NJ NV NY OH PA SC TN TX UT VA WA WI
Address
3200 CLUB HOUSE DR.SUITE 125
LEHI, UT 84043
United States
Phone: 801-889-1341