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PRESTIGE WEALTH MANAGEMENT

PRESTIGE WEALTH MANAGEMENT, INC.

CRD 336264 · SEC 801-132868

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3120 SABRE DRIVE, SUITE 160, SOUTHLAKE, TX, 76092, United States

Phone

8176378121

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$148.4M

Discretionary AUM

$148.4M

Team

9 total employees; 5 advisory reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Corporation

Filing date

2026-02-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals275$93.3M
High net worth individuals22$55.1M

States served

CA, LA, VA, TX

All web addresses on file

Official SEC filing: View on IAPD