PRESTIGE WEALTH MANAGEMENT LLC

Overview

Prestige Wealth Management LLC is an independent registered investment adviser operating as a limited liability company that serves individual and family clients. The firm functions as a capital allocator and combines financial planning with discretionary portfolio management for individuals and small businesses. It also provides selection-of-other-advisers services and operates insurance brokerage and accounting activities, which integrates insurance and annuity solutions into its planning process. Investment activity is tilted toward public, exchange-traded equity exposures. The firm appears to favor customized equity strategies delivered through wrap or separately managed account (SMA) structures, using both ETFs for core exposures and individual equities for more targeted positions. Fee arrangements are flexible — percentage of AUM plus hourly and fixed-fee options — which supports both ongoing portfolio management relationships and project-based planning work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices