A complete list of active advisors currently associated with Prestige Wealthwide, LLC
Warmer can help you find a great advisor at Prestige Wealthwide, LLC or one who fits your needs even better.
Prestige Wealthwide provides ongoing portfolio management to individuals, high‑net‑worth clients, and charitable organizations, offering both discretionary and non‑discretionary advisory services. The firm’s services include investment strategy, asset allocation, security selection and regular portfolio monitoring across mutual funds, ETFs, equities, fixed income, real estate funds, private placements, venture capital funds and derivative strategies. The firm gathers client financial information, documents goals and risk tolerance, seeks discretionary trading authority when appropriate, and reviews accounts at least annually while operating under fiduciary duties for retirement accounts. Its investment methods include fundamental analysis and modern portfolio theory, and it employs both long‑term and short‑term trading techniques including margin, short sales, and options overlays along with ETF and precious‑metal exposures; accounts are custodied through Charles Schwab and trade orders are not aggregated into block trades. Noteworthy distinctions include the firm’s practice of advertising performance results — a disclosure that is uncommon among peers — and its affiliations with related entities that act as manager/general partner of private investment vehicles and as a sub‑adviser to Prestige Alternative Strategies, LLC (managed by Flowpoint Partners), from which it receives sub‑advisory and related management compensation. The brochure discloses these relationships and notes the potential conflict of interest when PWW allocates client assets to such Related Vehicles, while also stating clients are not required to invest in those vehicles.
To learn more about the advisors currently working at Prestige Wealthwide, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lehi, UT
| 1
| |
Lehi, UT
| 19
|
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