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Prestige Wealth Management, Inc.

● SEC registered since 2025CRD 336264SEC# 801-132868Southlake, TX
Export (members)
Reg. AUM
$118.8M
Employees
6
Accounts
759
Location
Southlake, TX

Prestige Wealth Management, Inc. assets under management

Prestige Wealth Management, Inc. is an SEC-registered investment adviser based in Southlake, TX. The firm has been registered since 2025. It reports $118.8 million in regulatory assets under management and employs 6 people.
www.facebook.com/pwealthmanagementView on SEC.gov ↗

Prestige Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Brian David Drolet ControlManaging Member/ CcoOver 75%2025

Frequently asked questions

How much does Prestige Wealth Management, Inc. manage?

Prestige Wealth Management, Inc. reports $118.8 million in regulatory assets under management on its Form ADV.

How many employees does Prestige Wealth Management, Inc. have?

Prestige Wealth Management, Inc. reports 6 employees.

Where is Prestige Wealth Management, Inc. located?

Prestige Wealth Management, Inc. is based in Southlake, TX and has been SEC-registered since 2025.

Does Prestige Wealth Management, Inc. disclose fund performance?

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

Contact & registration

Address2011 Kirkwood Blvd., Suite 100, Southlake, TX 76092
Phone8176378121
Office hours8:30 a.m. - 5:30 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$118.8M
Non-discretionary$0
Total (RAUM)$118.8M