SOUTHLAKE, TXCRD 336264Latest ADV February 20, 2026
Prestige Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Southlake, TX. Its latest Form ADV filing, dated February 20, 2026, reports $148M in regulatory assets under management, 9 employees, 1 office, and 881 accounts.
Assets Under Management
$148M
Employees
9
Offices
1 office
Total Clients
297
Primary office
SOUTHLAKE, TX
3120 SABRE DRIVE, SUITE 160, SOUTHLAKE, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 92.6% of total clients.
Top client categories% of clientsClients
1
Individuals
92.6%
275
2
HNWI
7.4%
22
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$148Mas of February 20, 2026
Discretionary100.0%
$148M
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.
Total AUM$148M
Total Accounts881
10Y AUM Change+$148M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee33:1
10Y Employee Change+3 (+50.0%)
* 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.