{"url":"https://nivawealth.com/firms/prestige-wealthwide-321789","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/321789","regulatoryAum":198459223,"crd":"321789","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7712571","suffix":null,"lastName":"Burke","firstName":"Morgan","middleName":null},{"crd":"4851717","suffix":null,"lastName":"SESSIONS","firstName":"STERLING","middleName":"LAWRENCE"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-07-18","regulatoryAum":0,"clients":0,"employees":2,"offices":2},{"filedOn":"2023-08-07","regulatoryAum":175810837,"clients":108,"employees":4,"offices":1},{"filedOn":"2024-07-30","regulatoryAum":207692748,"clients":135,"employees":3,"offices":1},{"filedOn":"2025-07-21","regulatoryAum":207066327,"clients":224,"employees":5,"offices":1},{"filedOn":"2026-01-15","regulatoryAum":198459223,"clients":187,"employees":3,"offices":1}],"secFileNumber":"801-125937","legalName":"Prestige 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control person, since October 2022."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Utah","offices":1,"addresses":[{"street":"525 W Sunrise Way","city":"Lehi","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"720-449-3656","stateRegisteredReps":3,"otherAdviserReps":1,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":13},{"label":"Non-exchange-traded equity securities","percent":10},{"label":"Non-investment grade corporate bonds","percent":3},{"label":"Derivatives","percent":11},{"label":"Securities issued by registered investment companies or business development companies","percent":36},{"label":"Securities issued by pooled investment 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They include 127 individual clients, 59 high-net-worth individuals and 1 pension or profit-sharing plan.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 15 January 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Prestige Wealthwide offer?","answer":"Prestige Wealthwide provides portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Prestige Wealthwide charge?","answer":"Prestige Wealthwide charges 1.50% a year for its Portfolio Management Fees. The fee is billed in advance and is negotiable.","source":"ADV PART 2A- PRESTIGE WEALTHWIDE, LLC, filed 15 January 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Prestige Wealthwide use?","answer":"Prestige Wealthwide’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $44.3M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 January 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Prestige Wealthwide have?","answer":"Prestige Wealthwide has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Prestige Wealthwide invest in?","answer":"At the end of its last fiscal year, Prestige Wealthwide’s separately managed accounts held 36% registered funds (mutual funds, ETFs, BDCs), 17% pooled vehicles (private funds and similar), 13% exchange-traded equities, 11% derivatives, 10% non-exchange-traded equities, 10% cash and equivalents and 3% high-yield corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Prestige Wealthwide?","answer":"Prestige Wealthwide’s direct owner is Sterling Sessions (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 15 January 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Prestige Wealthwide get paid?","answer":"Prestige Wealthwide is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Prestige Wealthwide?","answer":"Prestige Wealthwide’s main office is at 525 W Sunrise Way, Lehi, UT 84043. Its phone number is 720-449-3656.","source":"Form ADV Part 1A, Item 1.F, filed 15 January 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}