Prestige Wealthwide, LLC
Prestige Wealthwide, LLC is an SEC-registered wealth manager in Lehi, UT with $198.5M assets under management (AUM, regulatory AUM), -4% over one year. See who owns Prestige Wealthwide, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 321789, SEC 801-125937, data through 2026-01-15.
- AUM (assets under management / regulatory AUM)
- $198.5M (2026-01-15)
- Firm type
- Wealth Manager
- Location
- Lehi, UT
- Employees
- 3
- Clients
- 187
- CRD
- 321789
- Ownership
- JORDAN, BRYAN; WARD, MARK, BRANDON; JORDAN, BRYAN, BRENNER; SESSIONS, STERLING, LAWRENCE; ZIZZO, DOMINICK, ANTHONY
How much AUM does Prestige Wealthwide, LLC have?
Prestige Wealthwide, LLC reported $198.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-15).
Who owns Prestige Wealthwide, LLC?
Disclosed owners and executives of Prestige Wealthwide, LLC include JORDAN, BRYAN, WARD, MARK, BRANDON, JORDAN, BRYAN, BRENNER, SESSIONS, STERLING, LAWRENCE, ZIZZO, DOMINICK, ANTHONY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.