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| Keyboard |
| Prestige Wealth Services Group Inc
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|---|---|
| CRD # | 166641 |
| SEC # | 801-77623 |
| CIK # | |
| AUM | 175.2 M (2026-03-09) |
| Employees | 4 (75% Investors, 25% Brokers) |
| Phone | 908-782-0001 |
| Address | 31 State Route 12 Flemington, NJ 08822 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (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 | 175.2 |
| (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 | 295 | 175.2 |
| By Discretionary | ||
| Discretionary | 295 | 175.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 295 | 175.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 175.2 | |
| Total | 295 | 175.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| 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 |
|---|---|---|
|
Hill Country Retirement Solutions LLC
✚
|
TX | 175.5 M |
|
TLW Wealth Management LLC
✚
|
175.5 M | |
|
CTA Wealth Advisors Inc
✚
|
CA | 175.2 M |
|
Gould Capital LLC
✚
|
WA | 175.2 M |
|
WPA Family Office LLC
✚
|
TX | 175.2 M |
|
Power Asset Management LLC
✚
|
CA | 175.0 M |
|
JFA Advisors LLC
✚
|
SC | 175.0 M |
|
TNT Asset Management LLC
✚
|
TX | 174.9 M |
|
Income & Asset Advisory Inc
✚
|
NY | 174.8 M |
|
Guardian Wealth Management LLC
✚
|
UT | 174.8 M |