Prestige Wealth Management Group, LLC
Prestige Wealth Management Group, LLC is an SEC-registered wealth manager in Flemington, NJ with $666.4M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Prestige Wealth Management Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 127381, SEC 801-72627, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $666.4M (2026-03-10)
- Firm type
- Wealth Manager
- Location
- Flemington, NJ
- Employees
- 13
- Clients
- 440
- CRD
- 127381
- Ownership
- LINDEN, STEVEN, EDWARD; WILLIAMS, ROY, EVANS; MEANS, KEVIN, MARK; SPIVACK, HOWARD, JEFFREY
How much AUM does Prestige Wealth Management Group, LLC have?
Prestige Wealth Management Group, LLC reported $666.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Prestige Wealth Management Group, LLC?
Disclosed owners and executives of Prestige Wealth Management Group, LLC include LINDEN, STEVEN, EDWARD, WILLIAMS, ROY, EVANS, MEANS, KEVIN, MARK, SPIVACK, HOWARD, JEFFREY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.