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| Prestige Wealth Management Group LLC
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|---|---|
| CRD # | 127381 |
| SEC # | 801-72627 |
| CIK # | 0001765850, 0001772715 |
| AUM | 666.4 M (2026-03-10) |
| Employees | 13 (31% Investors, 8% Brokers) |
| Phone | 908-782-0001 |
| Address | 31 State Route 12 Flemington, NJ 08822 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 26.2 | ||
| Colgate Palmolive Co | 12.5 | ||
| Microsoft Corp | 8.9 | ||
| Johnson & Johnson | 8.2 | ||
| Alphabet Inc | 6.3 | ||
| Nvidia Corp | 5.4 | ||
| Merck & Co Inc | 4.5 | ||
| Lilly Eli & Co | 4.5 | ||
| J P Morgan Chase & Co | 4.4 | ||
| Broadcom Inc | 4.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 258 | 104.7 |
| (b) Individuals (high net worth individuals) | 182 | 561.7 |
| (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 | 1,366 | 666.4 |
| By Discretionary | ||
| Discretionary | 1,366 | 666.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,366 | 666.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 666.4 | |
| Total | 1,366 | 666.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 3 | [0001765850] | |
| 6-K | [0001765850] | |
| SC 13D | [0001765850] | |
| SC 13G | [0001765850] | |
| 13F-HR | [0001772715] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 1 |
| Serves | Institutional, Retail |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Chiu Chang-Wei | |
| Aurelion Inc | |
| Zheng Xiang | |
| Shimizu Tokihiko | |
| Xu Yanli Yuki | |
| Jin Xin Moore | |
| Schmidtke Bjorn Valentin Vennor | |
| Yu Herman Cheng-Chun | |
| Kazmerzak Qiang You | |
| He Jing | |
| View All | |
| Related Firms | State | AUM |
|---|---|---|
|
Prestige Wealth Management Group LLC
✚
|
NJ | 666.4 M |
|
Prestige Wealth Services Group Inc
✚
|
NJ | 175.2 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
Pacific Capital Wealth Advisors Inc
✚
|
CA | 668.6 M |
|
Wealth Care LLC
✚
|
668.6 M | |
|
The Oak Ridge Financial Services Group Inc
✚
|
MN | 668.6 M |
|
Oakwell Private Wealth Management LLC
✚
|
TX | 668.1 M |
|
Veridan Wealth LLC
✚
|
OR | 667.2 M |
|
Wealth Advisory Group Inc
✚
|
PA | 666.9 M |
|
Investors Research Corporation
✚
|
GA | 666.7 M |
|
Bluechip Wealth Advisors LLC
✚
|
GA | 666.4 M |
|
Focused Alpha LLC
✚
|
CO | 663.9 M |
|
Compass Capital Corporation
✚
|
MA | 663.6 M |