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| Keyboard |
| 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) |
| Phone | 720-449-3656 |
| Address | 525 W Sunrise Way Lehi, UT 84043 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Prestige Wealthwide Energy LLC | 2022-05-23 | 33.2 M |
| AUM Breakdown | Accounts | AUM ($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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