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⚲
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| Prestige Wealth Management Inc
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|
|
|---|---|
| CRD # | 336264 |
| SEC # | 801-132868 |
| CIK # | 0001772715, 0001765850 |
| AUM | $148.4 M (2026-06-23) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 817-637-8121 |
| Address | 3120 Sabre Drive Southlake, TX 76092 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($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) | 275 | 93.3 |
| (b) Individuals (high net worth individuals) | 22 | 55.1 |
| (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 | 881 | 148.4 |
| By Discretionary | ||
| Discretionary | 881 | 148.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 881 | 148.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 148.4 | |
| Total | 881 | 148.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 3 | [0001765850] | |
| 6-K | [0001765850] | |
| SC 13D | [0001765850] | |
| SC 13G | [0001765850] | |
| 13F-HR | [0001772715] |
| 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 | |
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