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PRESTIGE WEALTH MANAGEMENT LLC
CRD 281426
10850 PEARL ROAD STE D5, STRONGSVILLE, OH, 44136, United States
Phone
(440) 846-9170
Fax
(440) 846-9515
Registration
— (—)
Source
State registered
Total AUM
$26.1M
Discretionary AUM
$26.1M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; SELECTION OF OTHER ADVISERS FEES
Org form
Limited Liability Company
Filing date
2026-01-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 82 | $12.3M |
| High net worth individuals | 18 | $13.8M |
Official SEC filing: View on IAPD