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PROSPER WEALTH SOLUTIONS, LLC
PROSPER WEALTH SOLUTIONS, LLC
MY PROSPER TEAM
LEHI, Utah
·
2 registered advisors
·
CRD# 311144
SEC# 801-119753
0
801-889-1341
01
Firm Overview
AUM
$40M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at PROSPER WEALTH SOLUTIONS, LLC
2 registered advisors
Ryan James Robertson
LEHI, Utah
CRD# 5731693
Tyler William Hansen
LEHI, Utah
CRD# 4921121
05
Office Locations
LEHI, Utah
2 advisors
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Data sourced from SEC Form ADV filings. PROSPER WEALTH SOLUTIONS, LLC (CRD# 311144) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.