Unclaimed Profile

Mark Brandon Ward

PRESTIGE WEALTHWIDE, LLC·LEHI, Utah

Series 65Clean record10 years registeredPRESTIGE WEALTHWIDE, LLC

525 W SUNRISE WAY, LEHI, UT 84043CRD# 6543888Firm CRD# 321789

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Brandon Ward · LEHI, UT

Registration

CRD #6543888 · PRESTIGE WEALTHWIDE, LLC · 10 years registered

Brand Profile

Not yet started

Career History

RETIREMENT PLANNERS OF AMERICA

Jan 2026 – present

PRESTIGE WEALTHWIDE, LLC

Mar 2023 – Mar 2025

LEHI, UT

RETIREMENT PLANNERS OF AMERICA

Mar 2020 – Feb 2023

ST. GEORGE, UT

FINANCIAL ENGINES ADVISORS L.L.C.

Nov 2016 – Jan 2019

ST. GEORGE, UT

FINANCIAL ENGINES ADVISOR CENTER, LLC

Sep 2015 – Nov 2016

ST. GEORGE, UT

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 1, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRESTIGE WEALTHWIDE, LLC

CRD 321789 · SEC 801-125937

AUM

$208M

Regulatory assets under management

Employees

366 client accounts

Services offered by PRESTIGE WEALTHWIDE, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at PRESTIGE WEALTHWIDE, LLC →

Introduction

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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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