P
CRD: 321789
Prestige Wealthwide, LLC
Lehi, UT, 84043
7204493656
$198.5M Total AUM
$198.5M Disc. AUM
17.0% 3Y CAGR
3 Employees
187 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-23-2022
- Office Locations
- 1
Office Locations
525 W Sunrise WAY Lehi UT
About Prestige Wealthwide, LLC
Prestige Wealthwide, LLC is a Lehi-based RIA. The firm has been operating for 3 years. Managing $198.5M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$66.2M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
2 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Peak pioneer Vital legacy Capital element Prime unison Zenith value Pathway capital
Investment Themes
Pioneer Delta Capital vector
Investment Vehicles
Frontier pioneer Crest capital
Services
Oak radial Optima frontier Pathway
Owner & Executives
S
STERLING LAWRENCE SESSIONS
Managing Member
- CRD
- #4851717
- Ownership
- 75% or more
(602) 297-2310
radial.element@ridgecapital.com
in linkedin.com/in/catalyst-pathway
DOMINICK ANTHONY ZIZZO
Chief Compliance Officer
- CRD
- #3218444
- Ownership
- Less than 5%
(290) 266-9438
eagle.harbor@eaglecapital.com
in linkedin.com/in/wave-wave
Showing 2 of 2 owners & executives
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M
Morgan Burke
--
- CRD
- #7712571
(236) 330-5136
value.capital@meridiancapital.com
in linkedin.com/in/horizon-catalyst
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $198,459,223 | $1,061,279 |
| Non-Discretionary | $0 | -- |
| Total | $198,459,223 | $1,061,279 |
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Separately Managed Accounts
Total SMA Asset: $198,459,223
Public Funds:
11.2% Private Funds:
13.2% Equity - Exchange:
10.5% Derivatives:
24.4% Cash:
7.9% Equity - OTC:
24.6% Corporate - Non-Investment Grade:
8.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $439,599,381 | 11.2% |
| Private Funds | $518,099,271 | 13.2% |
| Equity - Exchange | $412,124,420 | 10.5% |
| Derivatives | $957,698,652 | 24.4% |
| Cash | $310,074,564 | 7.9% |
| Equity - OTC | $965,548,641 | 24.6% |
| Corporate - Non-Investment Grade | $321,849,546 | 8.2% |
| Total | $3,924,994,475 | 100.0% |