Overview
Assets Under Management: $148 million
Headquarters: SOUTHLAKE, TX
High-Net-Worth Clients: 22
Average Client Assets: $2.5 million
Frequently Asked Questions
PRESTIGE WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #336264), PRESTIGE WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
PRESTIGE WEALTH MANAGEMENT is headquartered in SOUTHLAKE, TX.
PRESTIGE WEALTH MANAGEMENT serves 22 high-net-worth clients according to their SEC filing dated February 20, 2026. View client details ↓
According to their SEC Form ADV, PRESTIGE WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
PRESTIGE WEALTH MANAGEMENT manages $148 million in client assets according to their SEC filing dated February 20, 2026.
According to their SEC Form ADV, PRESTIGE WEALTH MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 22
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 37.12%
Average Client Assets: $2.5 million
Total Client Accounts: 881
Discretionary Accounts: 881
Regulatory Filings
CRD Number: 336264
Filing ID: 2047361
Last Filing Date: 2026-02-20 16:46:39