PROSPER WEALTH SOLUTIONS, LLC

PROSPER WEALTH SOLUTIONS, LLC of LEHI, UT is an SEC-registered investment adviser (CRD 311144). Regulatory assets under management: $58.2M.

Registration

• CRD: 311144
• SEC file number: 801-119753
• Type: Registered investment adviser
• Location: 3200 CLUB HOUSE DR., SUITE 125, LEHI, UT, 84043
• Phone: 801-889-1341
• Latest filing: 2026-03-27
• Regulatory AUM: $58.2M
• Discretionary AUM: $58.2M
• Clients: 5
• Accounts: 438

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311144 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search