Data / Investment advisers / New Jersey / Prestige Wealth Management Group, LLC
Prestige Wealth Management Group, LLC, Flemington, NJ: $666 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Prestige Wealth Management Group, LLC is an SEC registered investment adviser with its main office in Flemington, New Jersey and reports $666 million in regulatory assets under management in its Form ADV filed March 10, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 127381
- SEC file number
- 801-72627
- SEC status
- Approved, effective July 29, 2011
- Main office
- 31 State Route 12, Flemington, NJ 08822
- Phone
- (908) 782-0001
- Regulatory AUM
- $666,402,517 in the Form ADV filed March 10, 2026
- Discretionary AUM
- $666,402,517
- Accounts
- 1,366
- Employees
- 13, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 3
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- March 10, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 182 | $561.7 million |
| Individuals (other than high net worth individuals) | 258 | $104.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $666.4 million | March 10, 2026 |
| December 1, 2025 | $599.4 million | March 13, 2025 |
Other advisers in New Jersey
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Empire Financial Management Company, LLC | Holmdel | $706 million | 1 | adviserinfo.sec.gov |
| Blueshift Asset Management | Red Bank | $694.4 million | 1 | adviserinfo.sec.gov |
| Covenant Asset Management, LLC | Chester | $692.6 million | Not listed | adviserinfo.sec.gov |
| Unio Capital LLC | Princeton | $691.5 million | 2 | adviserinfo.sec.gov |
| Garden State Investment Advisory Services, LLC | Red Bank | $673.8 million | Not listed | adviserinfo.sec.gov |
| The Genwealth Group, Inc. | Maplewood | $661.3 million | Not listed | adviserinfo.sec.gov |
| Eagle Wealth Strategies | Mullica Hill | $653.8 million | Not listed | adviserinfo.sec.gov |
| 5c Capital Management, LLC | Woodcliff Lake | $648.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Jersey
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Prestige Wealth Management Group, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.