Investment adviser · CRD 311144
MY PROSPER TEAM
Investment adviser filing (IA)
PROSPER WEALTH SOLUTIONS, LLC
LEHI, UT, United States · Form ADV filed Mar 27, 2026
- Regulatory AUM
- $58.2M Form ADV · Item 5.F
- Client accounts
- 438 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 44 | $30,405,000 | 52.2% |
| Individuals | 394 | $27,835,000 | 47.8% |
Filing source
Form ADV 2073785 · Mar 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
7 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
PROSPER RED IIIReal Estate Fund · Last reported Mar 27, 2026$10MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
SQUIRE TAX
PCAOB 123456
Fund details & source
- Fund ID
- 805-7846697977
- Reported beneficial owners
- 33
- Minimum commitment
- $50K
- Form D file number
- 021-528389
Form ADV 2073785 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PROSPER RED IVReal Estate Fund · Last reported Mar 27, 2026$8.2MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
SQUIRE TAX
PCAOB 123456
Fund details & source
- Fund ID
- 805-9289659214
- Reported beneficial owners
- 38
- Minimum commitment
- $25K
- Form D file number
- 021-534367
Form ADV 2073785 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PROSPER RED VReal Estate Fund · Last reported Mar 27, 2026$6MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
SQUIRE TAX
PCAOB 123456
Fund details & source
- Fund ID
- 805-6147827844
- Reported beneficial owners
- 15
- Minimum commitment
- $75K
- Form D file number
- 021-534478
Form ADV 2073785 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PROSPER RED IReal Estate Fund · Last reported Mar 27, 2026$4MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
SQUIRE TAX
PCAOB 123456
Fund details & source
- Fund ID
- 805-7705477238
- Reported beneficial owners
- 17
- Minimum commitment
- $100K
- Form D file number
- 021-506320
Form ADV 2073785 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PROSPER RED IIReal Estate Fund · Last reported Mar 27, 2026$4MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
SQUIRE TAX
PCAOB 123456
Fund details & source
- Fund ID
- 805-9559207764
- Reported beneficial owners
- 7
- Minimum commitment
- $100K
- Form D file number
- 021-516610
Form ADV 2073785 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PROSPER RED VIIReal Estate Fund · Last reported Mar 27, 2026$2.6MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
SQUIRE TAX
PCAOB 123456
Fund details & source
- Fund ID
- 805-8411670553
- Reported beneficial owners
- 39
- Minimum commitment
- $100K
- Form D file number
- 021-546331
Form ADV 2073785 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
PROSPER RED IXReal Estate Fund · Last reported Mar 27, 2026$2.5MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
SQUIRE TAX
PCAOB 123456
Fund details & source
- Fund ID
- 805-2697575139
- Reported beneficial owners
- 30
- Minimum commitment
- $100K
- Form D file number
- 021-565448
Form ADV 2073785 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3200 CLUB HOUSE DR., SUITE 125LEHI, UT, 84043, United States
CRD 311144
Filing source
Form ADV 2073785 · Mar 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.