PRESTIGE WEALTHWIDE, LLC

525 W Sunrise Way
Lehi, Utah 84043
Tel: 720-449-3656

About PRESTIGE WEALTHWIDE, LLC

PRESTIGE WEALTHWIDE, LLC, formally registered with the SEC as PRESTIGE WEALTHWIDE, LLC. The firm was established in 06/23/2022. They have over 1 offices throughout the country.

PRESTIGE WEALTHWIDE, LLC is a Lehi, Utah based Financial Planning firm with nearly $207,692,748 assets under management, offering retirement planning & investment advisory services to 366 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	321789
SEC#	801-125937
Assets Managed by Firm	$207,692,748
No. of Clients	366
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	366	$207,692,748
Individuals (other than high net worth individuals)	86	$27,509,465
High net worth individuals	49	$180,183,283

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