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Mark Brandon Ward

Prestige Wealthwide, LLC

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About Mark Brandon Ward

Mark Brandon Ward is an Investment Advisor Representative at Prestige Wealthwide, LLC. Mark has been in the industry since December 2012. Mark is registered with the states of Colorado, Texas, and Utah. Mark has a Series 65 license and has passed the Uniform Investment Adviser Law Examination. Mark's experience includes working for Financial Engines Advisors L.L.C. DBA Edelman Financial Engines, Financial Engines Advisor Center, LLC DBA TMFS Advisors, LLC, and Retirement Planners of America.

Firm Information

Mark Ward is currently registered with Prestige Wealthwide, LLC. Prestige Wealthwide, LLC is an investment advisor registered with the SEC and located in Lehi, UT. The firm provides portfolio management for individuals and has approximately $207.7 million in regulatory assets under management. The firm has 4 investment adviser representatives and advises 135 clients, including 49 high-net-worth individuals and 86 individuals other than high-net-worth.
Prestige Wealthwide, LLC

525 W SUNRISE WAY

LEHI, UT 84043

$207.69M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Ward’s Registration & Firm History

UT

03/13/2023 - Present

Prestige Wealthwide, LLC (LEHI UT)

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Licenses & Designations

IA

Issued 08/31/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Brandon Ward.
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