Mark B. Ward

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CRD#: 6543888

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Mark Brandon Ward was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 2015. Mark had worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

RED ROCK REAL ESTATE; NOT INVESTMENT-RELATED; 90 E 100 S, ST GEORGE, UT 84770; NATURE IS RESIDENTIAL REAL ESTATE SALES; TITLE IS INDEPENDENT REAL ESTATE AGENT; STARTED 6/2016; 8 HOURS PER MONTH; ZERO HOURS DURING SECURITIES TRADING HOURS; DUTIES INCLUDE SELLING HOUSES. NETWORK REALTY, LLC; REALTOR; INVESTMENT RELATED: NO; 995 S 800 E CIRCLE SAINT GEORGE UTAH 84790 WASHINGTON; I JUST MAINTAIN MY LICENSE IN CASE I EVER WANT TO USE IT FOR MYSELF OR FRIENDS AND FAMILY. ; START DATE: 2012-04-01; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 1;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 1;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 1;

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

March 13, 2023 - March 19, 2025

PRESTIGE WEALTHWIDE, LLC

RIA

CRD#: 321789

LEHI, UT

Past

March 9, 2020 - February 27, 2023

RETIREMENT PLANNERS OF AMERICA

RIA

CRD#: 157222

ST. GEORGE, UT

Past

November 30, 2016 - January 2, 2019

EDELMAN FINANCIAL ENGINES

RIA

CRD#: 104510

ST. GEORGE, UT

Past

September 1, 2015 - November 30, 2016

FINANCIAL ENGINES ADVISOR CENTER, LLC

RIA

CRD#: 109238

ST. GEORGE, UT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PRESTIGE WEALTHWIDE, LLC

CRD#: 321789 / SEC#: 801-125937

RIA

Registered Investment Advisory firm - (6/23/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/31/2015

Uniform Investment Adviser Law Examination

Current Firm

PRESTIGE WEALTHWIDE, LLC

CRD#: 321789 / SEC#: 801-125937

RIA

Registered Investment Advisory firm - (6/23/2022 Approved)

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Contact information

Main Address

525 W Sunrise Way, Lehi, UT 84043

Mailing Address

Phone number

(720) 449-3656

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- PRESTIGE WEALTHWIDE, LLC (11/5/2025)

Regulatory assets under management

Total Number of Accounts	224
AUM (Assets Under Management)	$ 207,066,327

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Mark B. Ward

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

PRESTIGE WEALTHWIDE, LLC

RETIREMENT PLANNERS OF AMERICA

EDELMAN FINANCIAL ENGINES

FINANCIAL ENGINES ADVISOR CENTER, LLC

Primary Firm SEC Registration

PRESTIGE WEALTHWIDE, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/31/2015

Current Firm

PRESTIGE WEALTHWIDE, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PRESTIGE WEALTHWIDE, LLC

TRUST BUT VERIFY

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