PRESTIGE WEALTH MANAGEMENT, INC.
PRESTIGE WEALTH MANAGEMENT, INC. of SOUTHLAKE, TX is an SEC-registered investment adviser (CRD 336264). Regulatory assets under management: $148.4M.
Registration
- CRD: 336264
- SEC file number: 801-132868
- Type: Registered investment adviser
- Location: 3120 SABRE DRIVE, SUITE 160, SOUTHLAKE, TX, 76092
- Phone: 8176378121
- Latest filing: 2026-06-23
- Regulatory AUM: $148.4M
- Discretionary AUM: $148.4M
- Clients: 9
- Accounts: 881
Business model
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions.
Officers, owners & control persons (1)
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