Prestige Wealth Management
Prestige Wealth Management is an SEC-registered mass-market adviser in Southlake, TX with $148.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Prestige Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 336264, SEC 801-132868, data through 2026-06-23.
- AUM (assets under management / regulatory AUM)
- $148.4M (2026-06-23)
- Firm type
- Mass-Market Adviser
- Location
- Southlake, TX
- Employees
- 9
- Clients
- 297
- CRD
- 336264
- Ownership
- DROLET, BRIAN, DAVID
How much AUM does Prestige Wealth Management have?
Prestige Wealth Management reported $148.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-23).
Who owns Prestige Wealth Management?
Disclosed owners and executives of Prestige Wealth Management include DROLET, BRIAN, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.