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PRESTIGE WEALTH MANAGEMENT GROUP, LLC
CRD 127381File 801-72627
APPROVED
Retail clients
Disclosure events
Filing as of Mar 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$666.4M
Above cohort median (national)
Discretionary AUM
$666.4M
Clients
440
1,366 accounts
Employees
13
Above cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Jul 29, 2011
- Principal office
- 31 STATE ROUTE 12, FLEMINGTON, NJ, 08822
- Phone
- 908-782-0001
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $666.4M
- Discretionary AUM
- $666.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,366
- Non-discretionary accounts
- 0
- Total accounts
- 1,366
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 182 | $561.7M |
| Individuals (other than high net worth individuals) | 258 | $104.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.