# Prestige Wealthwide, LLC

> Prestige Wealthwide, LLC is an SEC-registered investment advisory firm in Lehi, UT, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 15, 2026.

- CRD: 321789
- Filed as: PRESTIGE WEALTHWIDE, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lehi, UT
- Filing period: October 2026
- Form ADV filing dated: January 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/321789
- AdvisorCensus page: https://advisorcensus.com/firm/prestige-wealthwide-llc-lehi-ut-321789

## Quick answers

**How is Prestige Wealthwide, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Prestige Wealthwide, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Prestige Wealthwide, LLC charge?**
Its Form ADV Part 2A brochure dated January 15, 2026 states: Asset-based fee: 1.5% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Prestige Wealthwide, LLC located?**
Prestige Wealthwide, LLC's principal office is in Lehi, UT, according to its Form ADV.

**Is Prestige Wealthwide, LLC registered with the SEC or a state?**
Prestige Wealthwide, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 321789.

**How much does Prestige Wealthwide, LLC manage?**
Prestige Wealthwide, LLC reports $198,459,223 in regulatory assets under management in its Form ADV filing dated January 15, 2026 (100% discretionary).

**How have Prestige Wealthwide, LLC's assets and staff changed since 2022?**
In the Form ADV data for Prestige Wealthwide, LLC: Regulatory assets under management: $0 in the October 2022 data and $198,459,223 in the October 2026 data. Total employees: 3 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Prestige Wealthwide, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (127); high net worth individuals (59); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Which custodians does Prestige Wealthwide, LLC use?**
Prestige Wealthwide, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Prestige Wealthwide, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/321789

**Does Prestige Wealthwide, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated January 15, 2026 says: "There is no account minimum for any of PWW’s services."

**What changed in Prestige Wealthwide, LLC's recent Form ADV filings?**
In the December 2025 filing data: Employees performing advisory functions went from 5 to 3.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated January 15, 2026)

- Asset-based fee: 1.5% of assets a year

> Total Assets Under Management Annual Fees All Assets 1.50%

> These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.

- Account minimum: None

> There is no account minimum for any of PWW’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $198,459,223
- Discretionary: $198,459,223
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 127 | $25,845,928 |
| High net worth individuals | 59 | $171,673,170 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $940,125 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, ID, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- Instagram @pwwcapital
- LinkedIn @prestige-wealthwide

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 3 | September 12, 2022 |
| October 2023 | $175,810,837 | 4 | August 7, 2023 |
| October 2024 | $207,692,748 | 5 | September 6, 2024 |
| October 2025 | $207,066,327 | 5 | July 21, 2025 |
| October 2026 | $198,459,223 | 3 | January 15, 2026 |

Regulatory assets under management: $0 in the October 2022 data and $198,459,223 in the October 2026 data.
Total employees: 3 in October 2022 and 3 in October 2026.

## Changes in the filing (last 12 months)

### December 2025
- Employees performing advisory functions went from 5 to 3.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Prestige Wealthwide, LLC (CRD 321789): Form ADV filing data as of October 2026.