Prestige Wealthwide, Llc
- Regulatory AUM
- $198M
- Discretionary
- $198M
- Clients
- 187
- Avg AUM / client
- $1.1M
- Accounts
- 187
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Jan 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 127 | $25.8M | 13.0% |
| High net worth individuals | 59 | $172M | 86.5% |
| Pension and profit sharing plans | 1 | $940K | 0.47% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Carepoint Health, Llc 401(k) Profit Sharing Plan Carepoint Health, Llc | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sterling Lawrence Sessions | Managing Member/Chief Compliance Officer | Oct 2022 (4y) | 75% or more | |
| Mark Brandon Ward | Chief Operating Officer | May 2023 (3y) | Less than 5% | |
| Morgan Burke | Registered representative | Jul 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Carepoint Health, Llc 401(k) Profit Sharing Plan | Carepoint Health, Llc | 832 | $372M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/15/2026 | 996 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $44.3M (22% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 15, 2026.
View current Form ADV (SEC/IAPD) ↗