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CRD 321789
LEHI, UT
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| STERLING LAWRENCE SESSIONS | n/a | LEHI, UT | 3 | 21 | 7 | no |
| Morgan Burke | n/a | LEHI, UT | 1 | 11 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| PRESTIGE WEALTHWIDE ENERGY, LLC | Private Equity Fund | $33.2M | Jan 2, 2024 | 100 | May 23, 2022 | reported | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| SESSIONS, STERLING, LAWRENCE | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | yes | 10/2022 | Oct 14, 2022 | Dec 23, 2024 |
| WARD, MARK, BRANDON | CHIEF OPERATING OFFICER | Na | no | 05/2023 | May 2, 2023 | Dec 23, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Jan 15, 2026 | $198M | $198M | 3 | 3 | 0 | n/a | n/a |
| 2024 | Mar 19, 2025 | $207M | $207M | 4 | 4 | 0 | n/a | n/a |
| 2023 | Mar 14, 2024 | $208M | $208M | 4 | 4 | 0 | n/a | n/a |
| 2022 | Mar 3, 2023 | $176M | $176M | 4 | 4 | 0 | 1 | $33.2M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 3 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $198M | $207M | -4.2% | $176M | 4.1% | 3 | 4 | 0 | 0 |