PRESTIGE WEALTH MANAGEMENT, INC.
Doing business as PRESTIGE WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$148,381,816
Discretionary
$148,381,816
Non-discretionary
$0
Firm details
- CRD number
- 336264
- SEC file number
- 801-132868
- Main office
- SOUTHLAKE, TX, United States
- Employees
- 9
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.