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 organized as an LLC and active since 2011. The firm serves individual and family clients and positions itself as a capital allocator that combines financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party managers. Its fee menu includes a percentage of assets under management as well as hourly and fixed‑fee arrangements. Prestige identifies as an active ESG investor and reports affiliations with other investment advisers and accounting professionals.
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 1ROY WILLIAMS
CEO and Wealth AdvisorCRD 1161149
Contacts
3 of 5Michael 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 155Active vs passive
$453M in ETFs
96%
$434M
4%
$19M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND (DGRW) | Wisdom Tree | Passive | Large Blend | $53M | 603,626 | 11.71% |
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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