# PRESTIGE WEALTH MANAGEMENT GROUP, LLC

PRESTIGE WEALTH MANAGEMENT GROUP, LLC of FLEMINGTON, NJ is an SEC-registered investment adviser.

## Registration

- CRD: 127381
- Type: SEC-registered investment adviser
- SEC file number: 801-72627
- Location: 31 STATE ROUTE 12, FLEMINGTON, NJ, 08822
- Phone: 908-782-0001
- Latest filing: 2026-03-10
- Regulatory AUM: $666.4M
- Discretionary AUM: $666.4M
- Clients: 13
- Accounts: 1,366

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Roy Evans Williams | MANAGING MEMBER, PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | — |
| Howard Jeffrey Spivack | DIRECTOR OF FINANCIAL PLANNING | — |
| MEANS KEVIN MARK | CHIEF INVESTMENT OFFICER | — |
| LINDEN STEVEN EDWARD | MEMBER; MEMBER &  CHIEF COMPLIANCE OFFICER; PRINCIPAL &  CHIEF COMPLIANCE OFFICER | — |
| WILLIAMS ROY EVANS | MANAGING MEMBER, PRESIDENT AND CEO; MANAGING MEMBER, PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER; MANAGING MEMBER, PRESIDENT, CEO. CHIEF COMPLIANCE OFFICER, AND CHIEF INVESTMENT OFFICER (+1 more) | — |
| SPIVACK HOWARD JEFFREY | DIRECTOR OF FINANCIAL PLANNING | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2022-01-10 | regulatory | MAKEFIELD WEALTH MANAGEMENT AND HOWARD JEFFREY SPIVACK FAILED TO FILE WITH THE DEPARTMENT A BALANCE SHEET, PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED PRINCIPLES, WITHIN 120 DAYS OF MAKEFIELD WEALTH MANAGEMENT'S FISCAL YEAR END. | Final | $2K |


## Branch offices (6)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| MILLBURN | NJ | 4 | 908-782-0001 |
| MILLBURN | NJ | 4 | 908-782-0001 |
| CALIFON | NJ | 3 | 908-782-0001 |
| CALIFON | NJ | 3 | 908-782-0001 |
| — | — | 1 | 908-782-0001 |
| — | — | 1 | 908-782-0001 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/127381/brochure
- Similar advisers: https://search.stillhousedata.com/firm/127381/similar
- Related entities: https://search.stillhousedata.com/firm/127381/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/127381

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.