|
⚲
|
| Prosper Wealth Solutions LLC
✚
| |
|---|---|
| CRD # | 311144 |
| SEC # | 801-119753 |
| CIK # | |
| AUM | $39.7 MM (2024-03-22) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 801-889-1341 |
| Address | 3200 Club House Dr Lehi, UT 84043 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 504 | 19.4 |
| (b) Individuals (high net worth individuals) | 20 | 8.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 890 | 28.2 |
| By Discretionary | ||
| Discretionary | 890 | 28.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 890 | 28.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 28.2 | |
| Total | 890 | 28.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Hayden Capital LLC
✚
|
CA | 0.0 |
|
Tanaka Capital Management Inc
✚
|
NY | 0.0 |
|
Farther Asset Management LLC
✚
|
CA | 0.0 |
|
Lake Water Capital LLC
✚
|
NY | 0.0 |
|
Embarcadero Capital Advisors
✚
|
CA | 0.0 |
|
Intervest International Inc
✚
|
CO | 0.0 |
|
Contrary Legacy LLC
✚
|
CA | 0.0 |
|
Helianth Investment Management LLC
✚
|
NY | 0.0 |
|
The Waterford Group LLC
✚
|
NY | 0.0 |
|
Esoterica Capital LLC
✚
|
NY | 0.0 |