PRESTIGE WEALTHWIDE, LLC

CRD 321789 · SEC 801-125937

525 W SUNRISE WAY, LEHI, UT, 84043, United States

Phone

720-449-3656

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$198.5M

Discretionary AUM

$198.5M

Team

3 total employees; 3 advisory reps

Clients

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Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-01-15

Disciplinary history

Services

Portfolio management (individuals)

Type	Clients	AUM
Individuals	127	$25.8M
High net worth individuals	59	$171.7M
Pension/profit sharing plans	1	$940K

CA, CO, ID, UT, TX

Official SEC filing: View on IAPD