PRESTIGE WEALTH MANAGEMENT, LLC

PRESTIGE WEALTH MANAGEMENT, LLC of PUEBLO, CO is an SEC-registered investment adviser (CRD 150079). Regulatory assets under management: $104.0M.

Registration

• CRD: 150079
• SEC file number: 801-136624
• Type: Registered investment adviser
• Location: 540 E. ABRIENDO AVENUE SUITE B, PUEBLO, CO, 81004
• Phone: 719-434-3939
• Latest filing: 2026-07-16
• Regulatory AUM: $104.0M
• Discretionary AUM: $104.0M
• Clients: 4
• Accounts: 803

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, Charities, Corporations.

Officers, owners & control persons (1)

Disclosures (4)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 150079 on SEC IAPD (source of record)
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