PRESTIGE WEALTHWIDE, LLC
CRD #321789 SEC #801-125937 LEHI, UT 720-449-3656
SEC Registered
Total AUM
$207.1M
Discretionary
$207.1M
Employees
3
Clients
--
Accounts
224
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $207.1M | $207.1M | $0 | 3 | 0 |
| Aug 2025 | $207.1M | $207.1M | $0 | 3 | 0 |
| Jul 2025 | $207.1M | $207.1M | $0 | 5 | 0 |
| Mar 2025 | $207.1M | $207.1M | $0 | 4 | 0 |
| Mar 2025 | $207.1M | $207.1M | $0 | 4 | 0 |
| Jan 2025 | $207.7M | $207.7M | $0 | 4 | 0 |
| Dec 2024 | $207.7M | $207.7M | $0 | 4 | 0 |
| Sep 2024 | $207.7M | $207.7M | $0 | 5 | 0 |
| Jul 2024 | $207.7M | $207.7M | $0 | 3 | 0 |
| Mar 2024 | $207.7M | $207.7M | $0 | 4 | 0 |
| Mar 2024 | $207.7M | $207.7M | $0 | 4 | 0 |
| Jan 2024 | $175.8M | $175.8M | $0 | 4 | 0 |
| Oct 2023 | $175.8M | $175.8M | $0 | 4 | 0 |
| Oct 2023 | $175.8M | $175.8M | $0 | 4 | 0 |
| Aug 2023 | $175.8M | $175.8M | $0 | 4 | 0 |
| Jul 2023 | $175.8M | $175.8M | $0 | 5 | 0 |
| May 2023 | $175.8M | $175.8M | $0 | 4 | 0 |
| Apr 2023 | $175.8M | $175.8M | $0 | 4 | 0 |
| Apr 2023 | $175.8M | $175.8M | $0 | 4 | 0 |
| Apr 2023 | $175.8M | $175.8M | $0 | 4 | 0 |
| Apr 2023 | $175.8M | $175.8M | $0 | 5 | 0 |
| Mar 2023 | $175.8M | $175.8M | $0 | 5 | 0 |
| Mar 2023 | $175.8M | $175.8M | $0 | 4 | 0 |
| Nov 2022 | $122.4M | $122.4M | $0 | 4 | 0 |
| Oct 2022 | $0 | $0 | $0 | 4 | 0 |
| Oct 2022 | $0 | $0 | $0 | 4 | 0 |
| Oct 2022 | $0 | $0 | $0 | 3 | 0 |
| Sep 2022 | $0 | $0 | $0 | 3 | 0 |
| Sep 2022 | $0 | $0 | $0 | 2 | 0 |
| Jul 2022 | $0 | $0 | $0 | 2 | 0 |
| May 2022 | $0 | $0 | $0 | 2 | 0 |
DateNov 2025
Total AUM$207.1M
Discretionary$207.1M
Non-Disc.$0
Employees3
Clients0
DateAug 2025
Total AUM$207.1M
Discretionary$207.1M
Non-Disc.$0
Employees3
Clients0
DateJul 2025
Total AUM$207.1M
Discretionary$207.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$207.1M
Discretionary$207.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$207.1M
Discretionary$207.1M
Non-Disc.$0
Employees4
Clients0
DateJan 2025
Total AUM$207.7M
Discretionary$207.7M
Non-Disc.$0
Employees4
Clients0
DateDec 2024
Total AUM$207.7M
Discretionary$207.7M
Non-Disc.$0
Employees4
Clients0
DateSep 2024
Total AUM$207.7M
Discretionary$207.7M
Non-Disc.$0
Employees5
Clients0
DateJul 2024
Total AUM$207.7M
Discretionary$207.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$207.7M
Discretionary$207.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$207.7M
Discretionary$207.7M
Non-Disc.$0
Employees4
Clients0
DateJan 2024
Total AUM$175.8M
Discretionary$175.8M
Non-Disc.$0
Employees4
Clients0
DateOct 2023
Total AUM$175.8M
Discretionary$175.8M
Non-Disc.$0
Employees4
Clients0
DateOct 2023
Total AUM$175.8M
Discretionary$175.8M
Non-Disc.$0
Employees4
Clients0
DateAug 2023
Total AUM$175.8M
Discretionary$175.8M
Non-Disc.$0
Employees4
Clients0
DateJul 2023
Total AUM$175.8M
Discretionary$175.8M
Non-Disc.$0
Employees5
Clients0
DateMay 2023
Total AUM$175.8M
Discretionary$175.8M
Non-Disc.$0
Employees4
Clients0
DateApr 2023
Total AUM$175.8M
Discretionary$175.8M
Non-Disc.$0
Employees4
Clients0
DateApr 2023
Total AUM$175.8M
Discretionary$175.8M
Non-Disc.$0
Employees4
Clients0
DateApr 2023
Total AUM$175.8M
Discretionary$175.8M
Non-Disc.$0
Employees4
Clients0
DateApr 2023
Total AUM$175.8M
Discretionary$175.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$175.8M
Discretionary$175.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$175.8M
Discretionary$175.8M
Non-Disc.$0
Employees4
Clients0
DateNov 2022
Total AUM$122.4M
Discretionary$122.4M
Non-Disc.$0
Employees4
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0