DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Prestige Wealthwide, LLC
Latest filing Jan 15, 2026
First filing on the tape May 23, 2022 · 33 filings
SEC status approved since Jun 23, 2022
RAUM
$198M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$198M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$99.2M
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
33 filings and snapshots on the tape
RAUM$198M as of Jan 15, 2026
Mar 3, 2023$176M then
HNW client RAUM$172M as of Jan 15, 2026
Mar 3, 2023$126M then
State-registered IARs (5.B.3)3 as of Jan 15, 2026
Mar 3, 20234 then
Employees (5.A)3 as of Jan 15, 2026
Mar 3, 20234 then
Private funds: 1
RAUM -4.2% over the last fiscal year+4.1% a year over threeIARs 4 to 3
Practice profile
derived from the filing of Jan 15, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $99.2MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 93derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.9MderivedHNW RAUM over HNW clients
- Average account
- $1.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -4.2%derivedbetween the last two annual amendments
- Advisor growth, one year
- -25%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -16%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individualsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$172M87%
- Individuals$25.8M13%
- Pension and profit-sharing plans$940,1250.5%
- Individual clients
- 127reported
- HNW clients
- 59reported
- Pension plan clients
- 1reported
- Charitable clients
- 0reported
- Accounts
- 187reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Sterling Lawrence Sessions | Lehi, Ut | Oct 14, 2022 | 21 y | 7 |
| Morgan Burke | Lehi, Ut | Jul 14, 2025 | 11 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount3 left over 36 months
Left, latest
- Mark Brandon Ward to Retirement Planners Of AmericaMar 19, 2025 · RIA to RIA
- Logan Haydel to Private Advisor Group, LLCDec 23, 2024 · RIA to affiliated broker-dealer or bank
- Lucas Linden Allen to Private Advisor Group, LLCJul 25, 2024 · RIA to affiliated broker-dealer or bank
- Matthew Taylor Hoskins to Kinnect Advisor Group, L.L.C.Aug 7, 2023 · RIA to a state-registered adviser
- Bryan Brenner Jordan to CensifiApr 6, 2023 · Other
Joined, latest
- Lucas Linden Allen from Landmark Wealth Advisors, LLCJun 30, 2023 · RIA to RIA
- Mark Brandon Ward from Retirement Planners Of AmericaMar 13, 2023 · RIA to RIA
- Sterling Lawrence Sessions from Zega Financial, LLCOct 14, 2022 · RIA to a newly registered adviser
- Matthew Taylor Hoskins from Townsquare Capital, LLCSep 2, 2022 · RIA to a newly registered adviser
- Bryan Brenner Jordan from Zega Financial, LLCJul 20, 2022 · RIA to a newly registered adviser
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Prestige Wealthwide Energy, LLC | Private Equity Fund | $33.2M | 100 | May 23, 2022 |
Owners and control persons
Schedule A and B, latest filing
- Lawrence Sterling Sessions · Managing Member/Chief Compliance Officercontrolsince 10/2022 · owns 75% or more
- Brandon Mark Ward · Chief Operating Officersince 05/2023 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Lehi, Ut · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- custody status changedChange between filings · filing Jan 15, 2026custody of client assets (Item 9.A): yes on the filing of 2025-11-05, no on the filing of 2026-01-15peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Accounts · 224 to 187Nov 5, 2025 to Jan 15, 2026
- Corporate clients · 3 to 0Nov 5, 2025 to Jan 15, 2026
- HNW clients · 88 to 59Nov 5, 2025 to Jan 15, 2026
- Individual clients · 133 to 127Nov 5, 2025 to Jan 15, 2026
- Pension plan clients · 0 to 1Nov 5, 2025 to Jan 15, 2026
- Assets in custody · $147M to $0Nov 5, 2025 to Jan 15, 2026
- Custody of client assets · true to falseNov 5, 2025 to Jan 15, 2026
- Discretionary RAUM · $207M to $198MNov 5, 2025 to Jan 15, 2026
- HNW RAUM · $174M to $172MNov 5, 2025 to Jan 15, 2026
- Individual RAUM · $33.1M to $25.8MNov 5, 2025 to Jan 15, 2026
- Pension RAUM · $0 to $940,125Nov 5, 2025 to Jan 15, 2026
- RAUM · $207M to $198MNov 5, 2025 to Jan 15, 2026
- Assets in custody · unset to 146886211.0Aug 12, 2025 to Nov 5, 2025
- Custody of client assets · false to trueAug 12, 2025 to Nov 5, 2025
- Related adviser · false to trueAug 12, 2025 to Nov 5, 2025
- Advisory employees · 5 to 3Jul 21, 2025 to Aug 12, 2025
- Employees · 5 to 3Jul 21, 2025 to Aug 12, 2025
- Insurance-licensed employees · 3 to 1Jul 21, 2025 to Aug 12, 2025
- State-registered IARs · 5 to 3Jul 21, 2025 to Aug 12, 2025
- Advisory employees · 4 to 5Mar 19, 2025 to Jul 21, 2025
- Employees · 4 to 5Mar 19, 2025 to Jul 21, 2025
- Financial planning clients · unset to Mar 19, 2025 to Jul 21, 2025
- State-registered IARs · 4 to 5Mar 19, 2025 to Jul 21, 2025
- Accounts · 366 to 224Jan 30, 2025 to Mar 19, 2025
- Corporate clients · 0 to 3Jan 30, 2025 to Mar 19, 2025
- HNW clients · 49 to 88Jan 30, 2025 to Mar 19, 2025
- Individual clients · 86 to 133Jan 30, 2025 to Mar 19, 2025
- Discretionary RAUM · $208M to $207MJan 30, 2025 to Mar 19, 2025
- HNW RAUM · $180M to $174MJan 30, 2025 to Mar 19, 2025
- Individual RAUM · $27.5M to $33.1MJan 30, 2025 to Mar 19, 2025
- RAUM · $208M to $207MJan 30, 2025 to Mar 19, 2025
- Advisory employees · 5 to 4Sep 6, 2024 to Dec 23, 2024
- Employees · 5 to 4Sep 6, 2024 to Dec 23, 2024
- State-registered IARs · 5 to 4Sep 6, 2024 to Dec 23, 2024
- Advisory employees · 3 to 5Jul 30, 2024 to Sep 6, 2024
- Employees · 3 to 5Jul 30, 2024 to Sep 6, 2024
- Insurance-licensed employees · 2 to 3Jul 30, 2024 to Sep 6, 2024
- State-registered IARs · 3 to 5Jul 30, 2024 to Sep 6, 2024
- Advisory employees · 4 to 3Mar 18, 2024 to Jul 30, 2024
- Employees · 4 to 3Mar 18, 2024 to Jul 30, 2024
Signals
10 dated events
- Chace Tejler Adams no longer registered at Prestige Wealthwide, Llc; no later IA registration on IAPDAug 12, 2025 · Advisor departure · fact
- Stephen Mark Swensen no longer registered at Prestige Wealthwide, Llc; no later IA registration on IAPDAug 12, 2025 · Advisor departure · fact
- Mark Brandon Ward left Prestige Wealthwide, Llc for Retirement Planners Of America (registered 2026-01-23)Mar 19, 2025 · Advisor changed firm · fact
- Logan Haydel left Prestige Wealthwide, Llc for Private Advisor Group, Llc (registered 2024-12-19)Dec 23, 2024 · Advisor changed firm · fact
- Lucas Linden Allen left Prestige Wealthwide, Llc for Private Advisor Group, Llc (registered 2024-07-26)Jul 25, 2024 · Advisor changed firm · fact
- Matthew Taylor Hoskins left Prestige Wealthwide, Llc for Kinnect Advisor Group, L.L.C. (registered 2023-11-14)Aug 7, 2023 · Advisor changed firm · fact
- Brenner Bryan Jordan (Managing Member) no longer on Schedule A of Prestige Wealthwide, Llc (listed 2023-04-20, absent 2023-05-02)May 2, 2023 · Control person left · inference
- Bryan Brenner Jordan left Prestige Wealthwide, Llc for Censifi (registered 2023-08-08)Apr 6, 2023 · Advisor changed firm · fact
- Lawrence Sterling Sessions (Managing Member/Ceo) appeared on Schedule A of Prestige Wealthwide, LlcOct 14, 2022 · Control person joined · fact
- Prestige Wealthwide, Llc filed its initial SEC registration (Form ADV)May 23, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- Prestige Wealthwide, LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/prestige-wealthwidereportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 720-449-3656reportedpublic record, Form ADV, Jan 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $99.2Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026