Prestige Wealthwide LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Prestige Wealthwide LLC
CRD #321789
SEC #801-125937
CIK #
AUM 198.5 M (2026-01-15)
Employees 3 (100% Investors, 0% Brokers)
Fees
Minimum
Phone720-449-3656
Address525 W Sunrise Way
Lehi, UT 84043
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
2502001501005002010201520212027
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    Asset-based portfolio management fees are typically withdrawn directly from the client's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)
ServesRetail
Fund TypesPrivate Equity
Comparable Firms State AUM
Innovative Private Wealth Management Inc
NY 367.0 M
Heritage Oak Wealth Advisors LLC
FL 347.4 M
The Stone Creek Group LLC
CO 250.6 M
SLT Holdings LLC
AZ 230.3 M
Viden Arbor Capital LLC
204.1 M
Elevage Partners LLC
NV 154.6 M
Chung Wu Investment Group LLC
TX 147.5 M
V Delima Investments Inc
102.0 M
Sagent Wealth Management
CA 100.4 M
Backbone Planning Partners LLC
NV 98.4 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com