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| Happy Holidays!! thanks for using AUM13F!! |
| Prestige Wealth Management Group LLC
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| CRD # | 127381 |
| SEC # | 801-72627 |
| CIK # | 0001772715, 0001765850 |
| AUM | $599.4 M (2025-03-13) |
| Employees | 12 (33% Investors, 8% Brokers) |
| Phone | 908-782-0001 |
| Address | 31 State Route 12 Flemington, NJ 08822 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001772715 0001765850 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 21.6 | ||
| Colgate Palmolive Co | 13.6 | ||
| Microsoft Corp | 12.4 | ||
| Nvidia Corp | 8.6 | ||
| Alphabet Inc | 6.7 | ||
| Facebook Inc | 5.0 | ||
| Amazon Com Inc | 4.6 | ||
| J P Morgan Chase & Co | 4.1 | ||
| Johnson & Johnson | 4.1 | ||
| VISA Inc | 3.7 | ||
| Broadcom Inc | 3.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 265 | 109.1 |
| (b) Individuals (high net worth individuals) | 166 | 490.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,280 | 599.4 |
| By Discretionary | ||
| Discretionary | 1,273 | 534.5 |
| Non-Discretionary | 7 | 64.9 |
| Total | 1,280 | 599.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 599.4 | |
| Total | 1,280 | 599.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 6-K | [0001765850] | |
| SC 13D | [0001765850] | |
| SC 13G | [0001765850] | |
| 13F-HR | [0001772715] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Prestige Wealth Management Group LLC
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|
NJ | 0.6 |
|
Prestige Wealth Services Group Inc
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|
NJ | 0.2 |
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|---|---|---|
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IL | 0.6 |
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Riverwater Partners LLC
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WI | 0.6 |
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Vishria Bird Financial Group LLC
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TN | 0.6 |
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NVWM LLC
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|
Brady Martz Wealth Solutions LLC
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ND | 0.6 |
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Signal Securities Inc
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TX | 0.6 |
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Tyler-Stone Wealth Management LLC
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OH | 0.6 |
|
Harrell Investment Partners LLC
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TX | 0.6 |
|
Arjuna Capital LLC
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MA | 0.6 |