RIA Intel›Advisers›Ohio›PRESTIGE WEALTH MANAGEMENT LLC

PRESTIGE WEALTH MANAGEMENT LLC

Advisory

STRONGSVILLE, OH

Data as of Jan 30, 2026 · Source: SEC Form ADV

Average account

$149K

across 175 accounts

AUM per adviser

$26M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 30, 2026.

Total AUM

$26M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$26M

Discretionary AUM$26M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients100

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

100 clients

18 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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BOUTIQUE WEALTH ADVISORS LLC

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BUCKEYE ADVISORS,LLC

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DENNIS CAPITAL MANAGEMENT, L.L.C.

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