← Back to searchVisit website
PRENTICE WEALTH MANAGEMENT LLC
CRD 160052 · SEC 801-76490
1150 PENFIELD RD., ROCHESTER, NY, 14625, United States
Phone
585-218-0001
Fax
585-218-0097
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$567.5M
Discretionary AUM
$550.3M
Team
14 total employees; 4 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 974 | $416.3M |
| High net worth individuals | 50 | $132.0M |
| Corporations/business entities | 5 | $14.2M |
States served
CA, CO, MD, MA, NY, NC, PA, VA, TX, NH, CT, FL
All web addresses on file
- https://www.linkedin.com/company/436025/admin/
- https://www.facebook.com/werthwealthplanning/
- https://www.knightbridgecap.com
- https://www.linkedin.com/company/werthwealthplanningllc
- https://www.linkedin.com/in/williamprentice/
- https://twitter.com/WJPrentice2
- https://www.linkedin.com/in/shawn-tesoro-40b41748/
- https://www.linkedin.com/in/connie-ciarico-2b329213/
- https://www.linkedin.com/in/madelyndavidson7326611a8/
- https://www.facebook.com/people/Connie-Ciarico/100011068988191/
- https://www.facebook.com/PrenticeWealth
- https://www.linkedin.com/in/michellewerthwwp
- https://twitter.com/prenticewealth
- https://twitter.com/werthwealthplan
- https://www.facebook.com/bill.prentice.39
- https://www.linkedin.com/in/daniellepinckney
- https://www.prenticewealth.com
- https://www.linkedin.com/in/anthony-vaccaro-cfa®-ea-cdfa®-1892b365/
- https://twitter.com/sstesoro
- https://www.linkedin.com/in/amanda-rodriguez-8212a55b/
- https://www.linkedin.com/company/prentice-wealth-mangement-llc/
- https://www.linkedin.com/in/alexandria-prayne/
- https://www.linkedin.com/in/connie-ciarico-2b329213/
- https://www.linkedin.com/in/kaitlynrobles0103/
- https://www.linkedin.com/company/knightbridge-capital/
- https://www.linkedin.com/in/kerrin-pestke-fpqp%E2%84%A2-wms%E2%84%A0-9b9129181?lipi=urn%3Ali%3Apage%3Ad_flagship3_profile_view_b
- https://www.werthwealth.com/
- https://www.linkedin.com/in/stephie-bleier-7892a315a/
Official SEC filing: View on IAPD