# My Prosper Team

> My Prosper Team is an SEC-registered investment advisory firm in Lehi, UT, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 311144
- Filed as: MY PROSPER TEAM
- Legal name: Prosper Wealth Solutions, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lehi, UT
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311144
- AdvisorCensus page: https://advisorcensus.com/firm/my-prosper-team-lehi-ut-311144

## Quick answers

**How is My Prosper Team compensated?**
On its Form ADV (Item 5.E, October 2026), My Prosper Team reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does My Prosper Team charge?**
Its Form ADV Part 2A brochure dated March 27, 2025 states: Hourly rate: $250 an hour (Financial Planning and Consultation Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is My Prosper Team located?**
My Prosper Team's principal office is in Lehi, UT, according to its Form ADV.

**Is My Prosper Team registered with the SEC or a state?**
My Prosper Team is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 311144.

**How much does My Prosper Team manage?**
My Prosper Team reports $58,240,000 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have My Prosper Team's assets and staff changed since 2021?**
In the Form ADV data for My Prosper Team: Regulatory assets under management: $22,500,000 in the October 2021 data and $58,240,000 in the October 2026 data, up 159%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does My Prosper Team serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (394); high net worth individuals (44).

**Which custodians does My Prosper Team use?**
My Prosper Team's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab and Goldman Sachs Custody Solutions as custodians holding 10% or more of its separately managed account assets.

**Does My Prosper Team report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311144

**What changed in My Prosper Team's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 6 to 2. Regulatory assets under management went from $52,508,000 to $58,240,000 (+11%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2025)

- Hourly rate: $250 an hour (Financial Planning and Consultation Services)

> Financial Planning and Consultation Services are invoiced in arrears at the following rates: • $250 per hour;

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab
- Goldman Sachs Custody Solutions

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $58,240,000
- Discretionary: $58,240,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 394 | $27,835,000 |
| High net worth individuals | 44 | $30,405,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (5 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, HI, IL, IN, MD, MN, NC, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- equipyourfuture.com
- iamtyhansen.com
- instagrem.com/myprosperteam
- myprosperteam.com
- tyandry.com
- Facebook @bret.everson
- Facebook @jennifer.ashcraft.14
- Instagram @bceverson
- Instagram @equipcapital
- Instagram @financialadvisor_rick_anderton
- Instagram @jenmarieash_
- Instagram @tyandrypodcast
- LinkedIn @bret-everson-35026840
- LinkedIn @my-prosper-team-9a29251ba
- LinkedIn @ryan-robertson-b76355209
- LinkedIn @ty-hansen-754b8714

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $22,500,000 | 3 | September 20, 2021 |
| October 2022 | $25,174,000 | 5 | March 28, 2022 |
| October 2023 | $28,164,000 | 5 | March 10, 2023 |
| October 2024 | $39,742,000 | 6 | March 22, 2024 |
| October 2025 | $52,508,000 | 6 | March 28, 2025 |
| October 2026 | $58,240,000 | 5 | March 27, 2026 |

Regulatory assets under management: $22,500,000 in the October 2021 data and $58,240,000 in the October 2026 data, up 159%.
Total employees: 3 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 6 to 2.
- Regulatory assets under management went from $52,508,000 to $58,240,000 (+11%).

### January 2026
- No longer registered or notice-filed in MA, NJ.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. My Prosper Team (CRD 311144): Form ADV filing data as of October 2026.