SourcingSourcing

PROSPER WEALTH SOLUTIONS, LLC

C44
CRD 311144·SEC 801-119753·LEHI, UT
AUM
$58.2M
$25M-$100M
Est. Revenue
$582K
@ 1% on AUM
Est. EBITDA
$175K
@ 30% margin
Est. Deal Value
$1.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PROSPER WEALTH SOLUTIONS, LLC
CRD
311144
SEC file #
801-119753
EIN
—
DBA names
My Prosper Team

Economics

AUM
$58.2M
AUM band
$25M-$100M
AUM trajectory
'21'26
$23.1M → $58.2M▲ +153%
Client mix
Individuals Other394
Individuals High Net Worth44

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'21'26
3 advisors → 2 advisors▼ -33%
Primary office
LEHI UT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
linkedin.com/in/ty-hansen-754b8714(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HANSEN, TYLER, WILLIAM
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
HANSEN, TYLER, WILLIAM
ROBERTSON, RYAN, JAMES
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:prospersolutions.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab4
E*trade4
Goldman Sachs2
Folio Institutional1
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4921121
Trust Company Affiliate
No

People (5)

5
HANSEN, TYLER, WILLIAM
IAR · Direct Owner · 87.5%
4921121
ROBERTSON, RYAN, JAMES
IAR · Direct Owner · 17.5%
5731693
Bret C Everson
IAR
8020659
RICHARD WAYNE ANDERTON
IAR
4763564
RICHARD ALLEN GRIDER
IAR
5701310