RIA Intel›Advisers›New Jersey›PRESTIGE WEALTH MANAGEMENT GROUP, LLC

PRESTIGE WEALTH MANAGEMENT GROUP, LLC

Advisory

N·FLEMINGTON, NJ

Data as of Mar 9, 2026 · Source: SEC Form ADV

Total AUM
$666M
1-Year AUM Growth
+7.6%
3-Year CAGR
+9.7%
Employees
4
Assets Under Management
Total AUM$666M
Discretionary AUM$666M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients431
Team
Total Employees4
Investment Advisers13
Employee Growth (1Y)-20.0%
Filing History
Total Filings on Record42
First FilingJul 21, 2011
Latest FilingMar 9, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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