Investment adviser · CRD 321789

PRESTIGE WEALTHWIDE, LLC

Investment adviser filing (IA)

LEHI, UT, United States · Form ADV filed Jan 15, 2026

Regulatory AUM: $198M
Client accounts: 187
Employees: 3
Advisory professionals: 3

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	59	$171,673,170	86.5%
Individuals	127	$25,845,928	13.0%
Retirement plans	Fewer than 5	$940,125	0.5%

Filing source

Form ADV 2039770 · Jan 15, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PRESTIGE WEALTHWIDE ENERGY, LLCPrivate Equity Fund · Last reported Jan 2, 2024$33.2MGross asset value

No provider names available in this fund's imported disclosure.

Provider details

Annual audit: No
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-9249025624
Reported beneficial owners: 100
Minimum commitment: $1

Form ADV 1808370 · Jan 2, 2024 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Jan 15, 2026. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

525 W SUNRISE WAY
LEHI, UT, 84043, United States

CRD 321789

Filing source

Form ADV 2039770 · Jan 15, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.