Prentice Wealth Management LLC
Prentice Wealth Management LLC is an SEC-registered mass-market adviser in Rochester, NY with $567.5M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Prentice Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 160052, SEC 801-76490, data through 2026-05-26.
- AUM (assets under management / regulatory AUM)
- $567.5M (2026-05-26)
- Firm type
- Mass-Market Adviser
- Location
- Rochester, NY
- Employees
- 14
- Clients
- 1,029
- CRD
- 160052
- Ownership
- PRENTICE, WILLIAM, JAMES; TESORO, SHAWN, STEPHEN
How much AUM does Prentice Wealth Management LLC have?
Prentice Wealth Management LLC reported $567.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-26).
Who owns Prentice Wealth Management LLC?
Disclosed owners and executives of Prentice Wealth Management LLC include PRENTICE, WILLIAM, JAMES, TESORO, SHAWN, STEPHEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.