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PRESTIGE WEALTHWIDE, LLC
CRD 321789File 801-125937
APPROVED
Retail clients
Filing as of Jan 15, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$198.5M
Below cohort median (national)
Discretionary AUM
$198.5M
Clients
187
187 accounts
Employees
3
Bottom 25% of cohort in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jun 23, 2022
- Principal office
- 525 W SUNRISE WAY, LEHI, UT, 84043
- Phone
- 720-449-3656
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $198.5M
- Discretionary AUM
- $198.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 187
- Non-discretionary accounts
- 0
- Total accounts
- 187
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 59 | $171.7M |
| Pension and profit sharing plans | Fewer than 5 | $940K |
| Individuals (other than high net worth individuals) | 127 | $25.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Custody | Yes | No | |
| Feb 1, 2026 | Clients | 224 | 187 | decreased by37 |
| Feb 1, 2026 | AUM | $207,066,327 | $198,459,223 | decreased by$8,607,104 |
| Feb 1, 2026 | Accounts | 224 | 187 | decreased by37 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 4 | 3 | decreased by1 |
| Dec 1, 2025 vs May 1, 2025 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 4 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $0 | $207,066,327 | increased by$207,066,327 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 0 | 224 | increased by224 |
| Oct 1, 2022 | Employees | 2 | 3 | increased by1 |
| Jul 1, 2022 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PRESTIGE WEALTHWIDE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PRESTIGE WEALTHWIDE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.