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MY PROSPER TEAM

LEHI, UT · CRD 311144 · IAPD ↗ · 801-889-1341

$58.2MRegulatory AUM
2Advisory reps
5Employees
0Clients
51-100Planning clients
7Private funds
22States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — MY PROSPER TEAM shrank from 6 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
58
April 2026 — MY PROSPER TEAM reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
April 2025 — MY PROSPER TEAM notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — MY PROSPER TEAM reported RAUM up 32% ($39.7M -> $52.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2025 — MY PROSPER TEAM now reports custody of client assets ($50.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
68
April 2025 — MY PROSPER TEAM grew from 3 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2025 — MY PROSPER TEAM now reports 5 private fund(s) ($32.2M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
63
April 2024 — MY PROSPER TEAM reported RAUM up 41% ($28.2M -> $39.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.