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| Prestige Wealthwide LLC
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| CRD # | 321789 |
| SEC # | 801-125937 |
| CIK # | |
| AUM | 198.5 M (2026-01-15) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 720-449-3656 |
| Address | 525 W Sunrise Way Lehi, UT 84043 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (1/15/2026) [Brochure] |
|---|
Item 5: Fees and Compensation
A. Fee Schedule
Portfolio Management Fees
Total Assets Under Management Annual Fees
All Assets 1.50%
The advisory fee is calculated using the value of the assets in the Account on the last
business day of the prior billing period.
These fees are generally negotiable and the final fee schedule will be memorialized in the
client’s advisory agreement. Clients may terminate the agreement without penalty for a
full refund of PWW's fees within five business days of signing the Investment Advisory
Contract. Thereafter, clients may terminate the Investment Advisory Contract
immediately upon written notice.
B. Payment of Fees
Payment of Portfolio Management Fees
Asset-based portfolio management fees are typically withdrawn directly from the client's
accounts with client's written authorization on a quarterly basis, or may be invoiced and
billed directly to the client on a quarterly basis. Fees are paid in advance.
C. Client Responsibility For Third Party Fees
Clients are responsible for the payment of all third-party fees (i.e. custodian fees,
brokerage fees, mutual fund fees, transaction fees, etc.). Those fees are separate and
distinct from the fees and expenses charged by PWW. Please see Item 12 of this brochure
regarding broker-dealer/custodian.
\ 4
D. Prepayment of Fees
If an advisory agreement is terminated, PWW will provide the client with a pro-rated refund
of any pre-paid advisory fee. If a client terminates mid-quarter, prepaid fees will be refunded
the month following the end of the quarter. For example, if a client terminated in April, the
client will be refunded any prepaid fee in July.
E. Outside Compensation For the Sale of Securities to Clients
Neither PWW nor its supervised persons accept any compensation for the sale of
investment products, including asset-based sales charges or service fees from the sale of
mutual funds. |
| Account Minimums and Types of Clients — Form ADV Part 2A (1/15/2026) [Brochure] |
|---|
Item 7: Types of Clients
PWW generally offers advisory services to the following types of clients:
❖ Individuals
❖ High-Net-Worth Individuals
❖ Charitable Organizations
There is no account minimum for any of PWW’s services. |
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Prestige Wealthwide Energy LLC | 2022-05-23 | 33.2 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 127 | 25.8 |
| (b) Individuals (high net worth individuals) | 59 | 171.7 |
| (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 | 1 | 0.9 |
| (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 | 187 | 198.5 |
| By Discretionary | ||
| Discretionary | 187 | 198.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 187 | 198.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 198.5 | |
| Total | 187 | 198.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Fund Types | Private Equity |
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|---|---|---|
|
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|
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|
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|
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|
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