Prestige Wealth Management Group, LLC
Firm details
- Headquarters
- Flemington, New Jersey
- CRD number
- 127381
- Registered since
- July 29, 2011
- Website
- prestigewmg.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI84.29%
- Individuals15.71%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Prestige Wealth Management Group, LLC is an independent registered investment adviser formed in 2011 and owned by an individual principal. The firm serves primarily individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. It operates as a capital allocator, combining in‑house advice with allocations to outside managers. Fee arrangements include percentage of AUM, hourly charges, and fixed fees. Prestige identifies as an active ESG investor and integrates exchange‑traded equities as a core preference of its portfolio construction.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities57%
- Public Funds/Mutual Funds36%
- US Government Bonds3%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Owners & executives
1 of 1
Roy Williams
CEO and Wealth AdvisorCRD 1161149
Contacts
3 of 5
Michael Williams
Managing Director and Wealth AdvisorCRD 7016872
John Deangelo
Managing Director & Wealth AdvisorCRD 3038418
Howard Spivack
Director of Financial PlanningCRD 1746929
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 159Active vs passive
$459M in ETFs
96%
$440M
4%
$19.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND (DGRW) | Wisdom Tree | Passive | Large Blend | $57.9M | 605,899 | 12.63% |
Location
Flemington, NJ
Hunterdon
Location
Flemington, NJ
Headquartered in Flemington, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Hunterdon
- Address
- 31 State Route 12
- Time zone
- ET (UTC-5)
- Office locations
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