Private fund adviser · Lehi, UT
My Prosper Team
Prosper Wealth Solutions, LLC · SEC-registered investment adviser · CRD 311144 · SEC 801-119753
At a glance
My Prosper Team is an SEC-registered investment adviser based in Lehi, Utah, with $58 million in regulatory assets under management as of its Form ADV filed March 27, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 438 individual clients. By Form ADV it is a private fund adviser, ranked 4,559th of 4,686 private fund advisers and 15,825th of 17,210 SEC-registered advisers by assets.
Main office 801-889-1341myprosperteam.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $58M
- Rank among private fund advisers
- #4,559 of 4,686
- Rank among all SEC RIAs
- #15,825 of 17,210
- Rank in Utah
- #147 of 151
- Individual clients
- 438
- High-net-worth clients
- 44
- Accounts
- 438
- Discretionary
- 100% of AUM
- Employees
- 5
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Tyler W. HansenOwner, CCO
- Ryan J. RobertsonShareholder
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 44 | $30M | 52% |
| Individuals | 394 | $28M | 48% |
Private funds
My Prosper Team reports 7 private funds with $37M in gross assets: real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
My Prosper Team reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗myprosperteam.com ↗
AtlasMembers
The full record on My Prosper Team
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 5 years of filings
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- Growth over one, three and five years
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- Rank against 469 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does My Prosper Team manage?
My Prosper Team reports $58 million in regulatory assets under management across 438 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 27, 2026.
What kind of firm is My Prosper Team?
My Prosper Team is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are My Prosper Team’s clients?
By assets, its largest client types are high-net-worth individuals ($30 million, 44 clients); individuals ($28 million, 394 clients).
Does My Prosper Team manage private funds?
Yes. It reports 7 private funds with $37 million in gross assets, including real estate funds.
Does My Prosper Team have any disciplinary history?
My Prosper Team reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is My Prosper Team’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →