Prestige Wealth Management Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Flemington, NJ. Its latest Form ADV filing, dated March 10, 2026, reports $666M in regulatory assets under management, 13 employees, 3 offices, and 1,366 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.6% of total clients.
Top client categories% of clientsClients
1
Individuals
58.6%
258
2
HNWI
41.4%
182
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$666Mas of March 10, 2026
Discretionary100.0%
$666M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$666M
Total Accounts1,366
10Y AUM Change+$343M (+105.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee34:1
10Y Employee Change+1 (+8.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.