Overview
Assets Under Management: $599 million
Headquarters: FLEMINGTON, NJ
High-Net-Worth Clients: 166
Average Client Assets: $3 million
Frequently Asked Questions
PRESTIGE WEALTH MANAGEMENT GROUP, LLC 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 #127381), PRESTIGE WEALTH MANAGEMENT GROUP, LLC is subject to fiduciary duty under federal law.
PRESTIGE WEALTH MANAGEMENT GROUP, LLC is headquartered in FLEMINGTON, NJ.
PRESTIGE WEALTH MANAGEMENT GROUP, LLC serves 166 high-net-worth clients according to their SEC filing dated March 13, 2025. View client details ↓
According to their SEC Form ADV, PRESTIGE WEALTH MANAGEMENT GROUP, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
PRESTIGE WEALTH MANAGEMENT GROUP, LLC manages $599 million in client assets according to their SEC filing dated March 13, 2025.
According to their SEC Form ADV, PRESTIGE WEALTH MANAGEMENT GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 166
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.79
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,280
Discretionary Accounts: 1,273
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 127381
Filing ID: 1958100
Last Filing Date: 2025-03-13 21:52:00
Website: https://prestigewmg.com