PROSPER WEALTH SOLUTIONS, LLC

MY PROSPER TEAM
LEHI, Utah·2 registered advisors·CRD# 311144
SEC# 801-1197530801-889-1341
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 PlanningInvestment Management
04

Advisors at PROSPER WEALTH SOLUTIONS, LLC

2 registered advisors
Ryan James Robertson
LEHI, Utah
Tyler William Hansen
LEHI, Utah
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.