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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

MY PROSPER TEAM

PROSPER WEALTH SOLUTIONS, LLC, CRD 311144

LEHI, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3fc39e91-8d20-cc4b-2e31-4e6a4695b38b

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 4
On other graphs: 0
Observed: Oct 7, 2020 to Mar 27, 2026
15 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $58.2MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $58.2M
Private client RAUM: $58.2MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $14.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 438
Individual clients: 394
High net worth clients: 44
Private funds: 7Schedule D 7.B(1)
Custody, client assets: $27.2M
SEC number: 801-119753
CRD: 311144
Filings on the tape: 15
First filed: Oct 7, 2020
Latest filed: Mar 27, 2026
Organised: Limited Liability Company, UT

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TYLER WILLIAM HANSEN	n/a	LEHI, UT	5	19	2	no
RYAN JAMES ROBERTSON	n/a	LEHI, UT	5	20	1	no
RICHARD ALLEN GRIDER	n/a	LEHI, UT	2	17	7	no
Bret C Everson	n/a	LEHI, UT	1	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HANSEN, TYLER, WILLIAM	OWNER, CCO	E	yes	08/2020	Oct 7, 2020	Mar 22, 2024
ROBERTSON, RYAN, JAMES	Shareholder	B	no	03/2021	Sep 20, 2021	Mar 22, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PROSPER WEALTH INSURANCE, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 6 of 7

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 27, 2026	$58.2M	$58.2M	5	2	7	n/a
2024	Mar 28, 2025	$52.5M	$52.5M	6	6	5	n/a
2023	Mar 22, 2024	$39.7M	$39.7M	6	3	n/a	n/a
2022	Mar 10, 2023	$28.2M	$28.2M	5	2	n/a	n/a
2021	Mar 1, 2022	$25.2M	$25.2M	5	3	n/a	n/a
2020	Mar 22, 2021	$22.5M	$22.5M	3	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	25.0%	0	1	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$58.2M	$52.5M	10.9%	$28.2M	27.4%	5	6	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SPROUT ADVISERS	2	Jan 14, 2020	Mar 17, 2021	LEHI, UT	Team lift out	RIA to RIA	50.0%

Relationships

Registered with (6)

← Bret C EversonAdvisorregistration: current employment
Feb 3, 2025 to presentfactForm ADV
← RICHARD ALLEN GRIDERAdvisorregistration: current employment
Sep 13, 2024 to presentfactForm ADV
← RYAN JAMES ROBERTSONAdvisorregistration: current employment
Mar 17, 2021 to presentfactForm ADV
← TYLER WILLIAM HANSENAdvisorregistration: current employment
Jan 4, 2021 to presentfactForm ADV
← RICHARD WAYNE ANDERTONAdvisorregistration: previous registration
Sep 7, 2023 to Jul 1, 2026factForm ADV
← ROBERT FRANKLIN HANSENAdvisorregistration: previous registration
Mar 8, 2021 to Dec 9, 2022factForm ADV

Controls (1)

← HANSEN, TYLER, WILLIAMOwnerOWNER, CCO, ownership code E, individual
Oct 7, 2020 to Mar 22, 2024factForm ADV

Owns (1)

← ROBERTSON, RYAN, JAMESOwnerSHAREHOLDER, ownership code B, individual
Sep 20, 2021 to Mar 22, 2024factForm ADV

Moved with (1)

← SPROUT ADVISERSRegistered adviser2 advisors, team lift out, same day
Jan 14, 2020 to Mar 17, 2021factForm ADV

Dated events

Occurred
Jul 1, 2026
Advisor changed firm
Richard Wayne Anderton left My Prosper Team for Oxford Wealth Management (registered 2026-08-20)
Form ADVobserved 4 days ago
Occurred
Dec 9, 2022
Advisor departed, no destination yet
Robert Franklin Hansen no longer registered at My Prosper Team; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Oct 7, 2020
Succession filed (Item 4)
Prosper Wealth Solutions reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago
Occurred
Oct 7, 2020
First Form ADV filing
Prosper Wealth Solutions filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3fc39e91-8d20-cc4b-2e31-4e6a4695b38b
First observed: Oct 7, 2020
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MY PROSPER TEAM

PROSPER WEALTH SOLUTIONS, LLC, CRD 311144

LEHI, UT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3fc39e91-8d20-cc4b-2e31-4e6a4695b38b

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:00 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TYLER WILLIAM HANSEN

n/a

LEHI, UT

RYAN JAMES ROBERTSON

n/a

LEHI, UT

RICHARD ALLEN GRIDER

n/a

LEHI, UT

Bret C Everson

n/a

LEHI, UT

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HANSEN, TYLER, WILLIAM

OWNER, CCO

yes

08/2020

Oct 7, 2020

Mar 22, 2024

ROBERTSON, RYAN, JAMES

Shareholder

03/2021

Sep 20, 2021

Mar 22, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PROSPER WEALTH INSURANCE, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$58.2M

n/a

2024

Mar 28, 2025

$52.5M

n/a

2023

Mar 22, 2024

$39.7M

n/a

2022

Mar 10, 2023

$28.2M

n/a

2021

Mar 1, 2022

$25.2M

n/a

2020

Mar 22, 2021

$22.5M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

25.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$58.2M

$52.5M

10.9%

$28.2M

27.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SPROUT ADVISERS

Jan 14, 2020

Mar 17, 2021

LEHI, UT

Team lift out

RIA to RIA

50.0%