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PRESTIGE WEALTHWIDE, LLC

LEHI, UT · CRD 321789 · IAPD ↗ · 720-449-3656

$198.5MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
December 2025 — PRESTIGE WEALTHWIDE, LLC shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
65
December 2025 — PRESTIGE WEALTHWIDE, LLC now reports custody of client assets ($146.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
67
October 2024 — PRESTIGE WEALTHWIDE, LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
46
April 2024 — PRESTIGE WEALTHWIDE, LLC notice-filed in CA, ID, LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.