Prestige Wealth Management

Overview

Prestige Wealth Management operates as an independent, corporation-structured registered investment adviser serving individual and family clients. The firm bills clients using a mix of assets-under-management fees and fixed-fee arrangements. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Prestige does not identify as an active ESG investor and does not act as a capital allocator; instead it places client capital with third-party managers for alternative strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices