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| Happy Holidays!! thanks for using AUM13F!! |
| Prestige Wealthwide LLC
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|---|---|
| CRD # | 321789 |
| SEC # | 801-125937 |
| CIK # | |
| AUM | $207.1 M (2025-07-21) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 720-449-3656 |
| Address | 525 W Sunrise Way Lehi, UT 84043 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Prestige Wealthwide Energy LLC | 2022-05-23 | 33.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 133 | 33.1 |
| (b) Individuals (high net worth individuals) | 88 | 173.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 224 | 207.1 |
| By Discretionary | ||
| Discretionary | 224 | 207.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 224 | 207.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 207.1 | |
| Total | 224 | 207.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Your Advocates Ltd LLP
✚
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TX | 0.4 |
|
Heritage Oak Wealth Advisors LLC
✚
|
FL | 0.3 |
|
Bison Capital Advisors LLC
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OK | 0.2 |
|
Viden Arbor Capital LLC
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0.2 | |
|
The Stone Creek Group LLC
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|
CO | 0.2 |
|
Chung Wu Investment Group LLC
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|
TX | 0.1 |
|
V Delima Investments Inc
✚
|
0.1 | |
|
Sagent Wealth Management
✚
|
CA | 0.1 |
|
Backbone Planning Partners LLC
✚
|
NV | 0.1 |
|
Millennial Advisers LLC
✚
|
NY | 0.1 |