PRESTIGE WEALTH MANAGEMENT

Overview

Prestige Wealth Management is an independent registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm charges both a percentage-of-AUM fee and fixed-fee arrangements, and it registered with the SEC in 2025. Investment behavior centers on using public funds and mutual funds as the core of client portfolios while incorporating third‑party alternative strategies for clients who qualify. Prestige does not position itself as an ESG-focused manager and is organized under individual ownership.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices