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PRESTIGE WEALTH MANAGEMENT GROUP, LLC
CRD 127381 · SEC 801-72627
31 STATE ROUTE 12, FLEMINGTON, NJ, 08822, United States
Phone
908-782-0001
Fax
908-450-1495
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$666.4M
Discretionary AUM
$666.4M
Team
13 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 258 | $104.7M |
| High net worth individuals | 182 | $561.7M |
States served
MA, NJ, NY, NC, PA, SC, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD