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| Prestige Wealth Management LLC
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|---|---|
| CRD # | 150079 |
| SEC # | 801-136624 |
| CIK # | 0001765850, 0001772715 |
| AUM | $104.0 M (2026-06-30) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 719-434-3939 |
| Address | 540 E Abriendo Avenue Suite B Pueblo, CO 81004 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 298 | 61.1 |
| (b) Individuals (high net worth individuals) | 26 | 42.9 |
| (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 | 803 | 104.0 |
| By Discretionary | ||
| Discretionary | 803 | 104.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 803 | 104.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 104.0 | |
| Total | 803 | 104.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 3 | [0001765850] | |
| 6-K | [0001765850] | |
| SC 13D | [0001765850] | |
| SC 13G | [0001765850] | |
| 13F-HR | [0001772715] |
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|---|---|---|
|
Experience Your Wealth LLC
✚
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0.1 | |
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Compass Retirement LLC
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0.1 | |
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UHY Wealth Management RIA LLC
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Victory Asset Management Co Inc
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