SourcingSourcing

PRESTIGE WEALTHWIDE, LLC

C44
CRD 321789·SEC 801-125937·LEHI, UT
AUM
$198.5M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$595K
@ 30% margin
Est. Deal Value
$4.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PRESTIGE WEALTHWIDE, LLC
CRD
321789
SEC file #
801-125937
EIN
—
DBA names
—

Economics

AUM
$198.5M
AUM band
$100M-$500M
AUM trajectory
'23'26
$122.4M → $198.5M▲ +62%
Client mix
Individuals Other127
Individuals High Net Worth59
Pension Profit Sharing Plans1

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'23'26
4 advisors → 3 advisors▼ -25%
Primary office
LEHI UT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
01/15/2026
ADV-W filed at
—
Website
linkedin.com/company/prestige-wealthwide(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SESSIONS, STERLING, LAWRENCE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
SESSIONS, STERLING, LAWRENCE
ZIZZO, DOMINICK, ANTHONY
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
15,545
Form 5500 Compensation Trajectory 3y
202515,545
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
15,545
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
4851717
Trust Company Affiliate
No

People (3)

3
SESSIONS, STERLING, LAWRENCE
IAR · Direct Owner · 87.5%
4851717
ZIZZO, DOMINICK, ANTHONY
Executive Officer · 2.5%
3218444
Morgan Burke
IAR
7712571