PRELUDE INVESTMENT SERVICES

RIASEC RegisteredEst. 2025
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
2

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
339161
Registered since
December 4, 2025
Fee structure
Percentage of AUM

Firm profile

FINTRX

Overview

Prelude Investment Services is organized as a limited liability company and registered with the SEC in 2025. The firm identifies its client base as institutional and charges fees on a percentage-of-assets-under-management basis. Ownership is recorded as a combination of a domestic entity and an individual. Prelude is not flagged as an active ESG investor, a capital allocator, a pension consultant, a related adviser, or a multi-state adviser in the snapshot available. The firm did not provide descriptive detail about specific business lines, advisory activities, or affiliations in the supplied dataset.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • JASON WENK

    Investment Advisor RepresentativeCRD 4310095

  • CHUKWUNONSO MADUKA

    CRD 5168052

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
535 Mission St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth