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Prestige Wealth Management Group, LLC

● SEC registered since 2011CRD 127381SEC# 801-72627Flemington, NJ
Export (members)
Reg. AUM
$599.4M
Employees
12
Accounts
1,280
Location
Flemington, NJ

Prestige Wealth Management Group, LLC assets under management

Prestige Wealth Management Group, LLC is an investment advisory firm registered with the SEC based in Flemington, NJ. The firm has been registered since 2011. It reports $599.4 million in regulatory assets under management and employs 12 people.
www.linkedin.com/in/roy-williamsView on SEC.gov ↗

Prestige Wealth Management Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Howard Jeffrey Spivack ControlDirector Of Financial PlanningUnder 5%2024
Roy Evans Williams ControlManaging Member, President, Ceo, Chief Compliance OfficerOver 75%1995

Frequently asked questions

How much does Prestige Wealth Management Group, LLC manage?

Prestige Wealth Management Group, LLC reports $599.4 million in regulatory assets under management on its Form ADV.

How many employees does Prestige Wealth Management Group, LLC have?

Prestige Wealth Management Group, LLC reports 12 employees.

Where is Prestige Wealth Management Group, LLC located?

Prestige Wealth Management Group, LLC is based in Flemington, NJ and has been SEC-registered since 2011.

Does Prestige Wealth Management Group, LLC disclose fund performance?

Prestige Wealth Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address31 State Route 12, Flemington, NJ 08822
Phone908-782-0001
Fax908-450-1495
Office hours8:30a.m. - 5:00p.m.
SEC regionNew York Regional Office (NYRO)
CIK1772715
Discloses disciplinary historyYes

Assets under management

Discretionary$534.5M
Non-discretionary$64.9M
Total (RAUM)$599.4M