MY PROSPER TEAM
PROSPER WEALTH SOLUTIONS, LLC Legal Name
Adviser information for MY PROSPER TEAM last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Utah, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 451 | $39.7M |
| Non-Discretionary | 0 | $0 |
| Total | 451 | $39.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 422 | $22.4M |
| HNW Individuals | 29 | $17.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Insurance broker or agent |
Identifiers
| SEC RIA File Number | 801-119753 |
|---|---|
| SEC ERA File Number | 801-119753 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 311144 |
| Legal Entity Identifier | None |
Principal Office
3200 CLUB HOUSE DR.SUITE 150
LEHI
UT
United States
Monday - Friday, 9 AM TO 5 PM
Tel: 801-889-1341, Fax: None
Websites
www.linkedin.com/in/ty-hansen-754b8714/
www.myprosperteam.com
www.iamtyhansen.com
www.tyandry.com
www.instagram.com/tyandrypodcast
www.instagrem.com/myprosperteam
www.linkedin.com/in/my-prosper-team-9a29251ba/
www.linkedin.com/in/ryan-robertson-b76355209/
www.instagram.com/financialadvisor_rick_anderton?igsh=odhqb3frcdhkegvj
Chief Compliance Officer
TYLER W HANSEN
OWNER
3200 CLUB HOUSE DR
SUITE 150
LEHI
UT
United States
Tel:
801-792-2398
T*@****************M
(Full email address available in API data)
Industry Affiliates
| PROSPER WEALTH INSURANCE | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HANSEN, TYLER, WILLIAM | Individual | – | OWNER, CCO | 08/2020 | > 75% |
| ROBERTSON, RYAN, JAMES | Individual | – | SHAREHOLDER | 03/2021 | 10-25% |