Prosper Wealth Solutions, Llc
- Regulatory AUM
- $58.2M
- Discretionary
- $58.2M
- Clients
- 438
- Avg AUM / client
- $133K
- Accounts
- 438
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 394 | $27.8M | 47.8% |
| High net worth individuals | 44 | $30.4M | 52.2% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Tyler William Hansen | Owner, Cco | Aug 2020 (6y) | 75% or more | |
| Ryan James Robertson | Shareholder | Mar 2021 (5y) | 10% – 25% | |
| Richard Allen Grider | Registered representative | Sep 2024 (2y) | ||
| Bret C Everson | Registered representative | Feb 2025 (1y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 2.28 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Folio Investments, Inc. $33.0M (57% of AUM) Mar 2026
- Charles Schwab & Co. $10.0M (17% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗