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| Prestige Wealthwide LLC
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| |
|---|---|
| CRD # | 321789 |
| SEC # | 801-125937 |
| CIK # | |
| AUM | $207.7 MM (2024-07-30) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 720-449-3656 |
| Address | 525 W Sunrise Way Lehi, UT 84043 |
| Source | [IAPD] [Website] [Instagram] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Prestige Wealthwide Energy LLC | 2022-05-23 | 33.2 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 86 | 27.5 |
| (b) Individuals (high net worth individuals) | 49 | 180.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 366 | 207.7 |
| By Discretionary | ||
| Discretionary | 366 | 207.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 366 | 207.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 207.7 | |
| Total | 366 | 207.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Your Advocates Ltd LLP
✚
|
TX | 0.4 |
|
Bison Capital Advisors LLC
✚
|
OK | 0.2 |
|
Accelerated Wealth Advisors LLC
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|
CO | 0.2 |
|
Viden Arbor Capital LLC
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|
MI | 0.2 |
|
The Stone Creek Group LLC
✚
|
CO | 0.2 |
|
V Delima Investments Inc
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|
FL | 0.1 |
|
Warren Capital Management Inc
✚
|
SC | 0.1 |
|
Sagent Wealth Management
✚
|
CA | 0.1 |
|
Millennial Advisers LLC
✚
|
NY | 0.0 |
|
van GORP LLC
✚
|
NY | 0.0 |