PRESTIGE WEALTH MANAGEMENT

Legal name: PRESTIGE WEALTH MANAGEMENT, INC.

CRD 336264File 801-132868

APPROVED

Retail clients

Filing as of Jun 23, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$148.4M

Bottom 25% of cohort (national)

Discretionary AUM

$148.4M

Clients

297

881 accounts

Employees

Bottom 25% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: FWRO
Registration date: May 28, 2025
Principal office: 3120 SABRE DRIVE, SUITE 160, SOUTHLAKE, TX, 76092
Phone: 8176378121
Website: https://www.pwealthmgmt.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $148.4M
Discretionary AUM: $148.4M
Non-discretionary AUM: $0
Discretionary accounts: 881
Non-discretionary accounts: 0
Total accounts: 881
AUM per client: $500K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	22	$55.1M
Individuals (other than high net worth individuals)	275	$93.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
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

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Mar 1, 2026	Employees	6	9	increased by3
Mar 1, 2026	Clients	266	297	increased by31
Mar 1, 2026	AUM	$118,820,191	$148,381,816	increased by$29,561,625
Mar 1, 2026	Accounts	759	881	increased by122
Dec 1, 2025	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “PRESTIGE WEALTH” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PRESTIGE WEALTH” may also match similarly-named firms). Confirm identity against each filing.

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.