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Mark Brandon Ward

PRESTIGE WEALTHWIDE, LLC·LEHI, Utah
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525 W SUNRISE WAY, LEHI, UT 84043CRD# 6543888Firm CRD# 321789
01

About

Mark Brandon Ward is a registered financial advisor based in LEHI, Utah, affiliated with PRESTIGE WEALTHWIDE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
PRESTIGE WEALTHWIDE, LLC
PRESTIGE WEALTHWIDE, LLC
AUM
$208M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at PRESTIGE WEALTHWIDE, LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6543888
Firm CRD# 321789
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Mark Brandon Ward offer?
Mark Brandon Ward specializes in Investment Management, Fee-Only Advisory. Contact their office in LEHI, Utah for a consultation.
What are Mark Brandon Ward's credentials?
Mark Brandon Ward is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Brandon Ward located?
Mark Brandon Ward is based in LEHI, Utah, working with PRESTIGE WEALTHWIDE, LLC. Their office serves clients in the LEHI metropolitan area and surrounding communities.
How does Mark Brandon Ward charge for services?
Mark Brandon Ward's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRESTIGE WEALTHWIDE, LLC?
PRESTIGE WEALTHWIDE, LLC has approximately 4 employees and manages $208M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Utah
SALT LAKE CITY (358)PARK CITY (60)DRAPER (54)PROVO (47)SANDY (44)
City Guides
SALT LAKE CITY GuidePARK CITY GuideDRAPER GuidePROVO GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
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