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PRESTIGE WEALTHWIDE, LLC
PRESTIGE WEALTHWIDE, LLC
LEHI, Utah
·
3 registered advisors
·
CRD# 321789
SEC# 801-125937
0
720-449-3656
01
Firm Overview
AUM
$208M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at PRESTIGE WEALTHWIDE, LLC
3 registered advisors
Bryan Brenner Jordan
KAYSVILLE, Utah
CRD# 6148394
Mark Brandon Ward
LEHI, Utah
CRD# 6543888
Sterling Lawrence Sessions
LEHI, Utah
CRD# 4851717
05
Office Locations
LEHI, Utah
2 advisors
KAYSVILLE, Utah
1 advisor
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Data sourced from SEC Form ADV filings. PRESTIGE WEALTHWIDE, LLC (CRD# 321789) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.