PRESTIGE PLANNING, INC.
Legal name: PRESTIGE WEALTH MANAGEMENT
CRD #110304 SEC #801-58276 WOODBURY, MN 651-209-9333
SEC Registered
Total AUM
$240.8M
Discretionary
$240.8M
Employees
3
Clients
251
Accounts
906
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2019 | $240.8M | $240.8M | $0 | 3 | 10 |
| Jun 2019 | $240.8M | $240.8M | $0 | 3 | 10 |
| Mar 2019 | $240.8M | $240.8M | $0 | 5 | 10 |
| Mar 2018 | $263.2M | $260.7M | $2.5M | 4 | 14 |
| Sep 2017 | $219.2M | $219.2M | $0 | 7 | 351 |
| Jul 2017 | $219.2M | $219.2M | $0 | 7 | 351 |
| Jun 2017 | $219.2M | $219.2M | $0 | 7 | 351 |
| Apr 2017 | $219.2M | $219.2M | $0 | 7 | 351 |
| Mar 2017 | $219.2M | $219.2M | $0 | 7 | 351 |
| Dec 2016 | $260.4M | $195.3M | $65.1M | 10 | 300 |
| Dec 2016 | $260.4M | $195.3M | $65.1M | 10 | 300 |
| Sep 2016 | $260.4M | $195.3M | $65.1M | 10 | 300 |
| Sep 2016 | $250.9M | $206.4M | $44.5M | 10 | 300 |
| Aug 2016 | $250.9M | $206.4M | $44.5M | 10 | 300 |
| Mar 2016 | $250.9M | $206.4M | $44.5M | 10 | 300 |
| Jan 2016 | $250.9M | $210.3M | $40.6M | 9 | 300 |
| Oct 2015 | $250.9M | $210.3M | $40.6M | 9 | 300 |
| Mar 2015 | $250.9M | $210.3M | $40.6M | 9 | 300 |
| May 2014 | $236.2M | $181.9M | $54.2M | 9 | 300 |
| Mar 2014 | $236.2M | $181.9M | $54.2M | 9 | 300 |
| Mar 2013 | $179.9M | $148.6M | $31.3M | 6 | 316 |
| Feb 2012 | $131.2M | $127.6M | $3.6M | 1 | 300 |
| Mar 2011 | $137.5M | $134.1M | $3.4M | 5 | -- |
| Dec 2010 | $107.9M | $104.3M | $3.6M | 5 | -- |
| Dec 2007 | $106.9M | $97.2M | $9.7M | 10 | -- |
| Oct 2007 | $106.9M | $97.2M | $9.7M | 10 | -- |
| Mar 2007 | $106.9M | $97.2M | $9.7M | 10 | -- |
| Dec 2006 | $89.9M | $81.5M | $8.4M | 10 | -- |
| Mar 2006 | $89.9M | $81.5M | $8.4M | 10 | -- |
| Jul 2004 | $63.2M | $57.6M | $5.5M | 5 | -- |
| Apr 2002 | $41M | $0 | $41M | 5 | -- |
| Jun 2001 | $65.4M | $55.1M | $10.3M | 5 | -- |
DateJun 2019
Total AUM$240.8M
Discretionary$240.8M
Non-Disc.$0
Employees3
Clients10
DateJun 2019
Total AUM$240.8M
Discretionary$240.8M
Non-Disc.$0
Employees3
Clients10
DateMar 2019
Total AUM$240.8M
Discretionary$240.8M
Non-Disc.$0
Employees5
Clients10
DateMar 2018
Total AUM$263.2M
Discretionary$260.7M
Non-Disc.$2.5M
Employees4
Clients14
DateSep 2017
Total AUM$219.2M
Discretionary$219.2M
Non-Disc.$0
Employees7
Clients351
DateJul 2017
Total AUM$219.2M
Discretionary$219.2M
Non-Disc.$0
Employees7
Clients351
DateJun 2017
Total AUM$219.2M
Discretionary$219.2M
Non-Disc.$0
Employees7
Clients351
DateApr 2017
Total AUM$219.2M
Discretionary$219.2M
Non-Disc.$0
Employees7
Clients351
DateMar 2017
Total AUM$219.2M
Discretionary$219.2M
Non-Disc.$0
Employees7
Clients351
DateDec 2016
Total AUM$260.4M
Discretionary$195.3M
Non-Disc.$65.1M
Employees10
Clients300
DateDec 2016
Total AUM$260.4M
Discretionary$195.3M
Non-Disc.$65.1M
Employees10
Clients300
DateSep 2016
Total AUM$260.4M
Discretionary$195.3M
Non-Disc.$65.1M
Employees10
Clients300
DateSep 2016
Total AUM$250.9M
Discretionary$206.4M
Non-Disc.$44.5M
Employees10
Clients300
DateAug 2016
Total AUM$250.9M
Discretionary$206.4M
Non-Disc.$44.5M
Employees10
Clients300
DateMar 2016
Total AUM$250.9M
Discretionary$206.4M
Non-Disc.$44.5M
Employees10
Clients300
DateJan 2016
Total AUM$250.9M
Discretionary$210.3M
Non-Disc.$40.6M
Employees9
Clients300
DateOct 2015
Total AUM$250.9M
Discretionary$210.3M
Non-Disc.$40.6M
Employees9
Clients300
DateMar 2015
Total AUM$250.9M
Discretionary$210.3M
Non-Disc.$40.6M
Employees9
Clients300
DateMay 2014
Total AUM$236.2M
Discretionary$181.9M
Non-Disc.$54.2M
Employees9
Clients300
DateMar 2014
Total AUM$236.2M
Discretionary$181.9M
Non-Disc.$54.2M
Employees9
Clients300
DateMar 2013
Total AUM$179.9M
Discretionary$148.6M
Non-Disc.$31.3M
Employees6
Clients316
DateFeb 2012
Total AUM$131.2M
Discretionary$127.6M
Non-Disc.$3.6M
Employees1
Clients300
DateMar 2011
Total AUM$137.5M
Discretionary$134.1M
Non-Disc.$3.4M
Employees5
Clients--
DateDec 2010
Total AUM$107.9M
Discretionary$104.3M
Non-Disc.$3.6M
Employees5
Clients--
DateDec 2007
Total AUM$106.9M
Discretionary$97.2M
Non-Disc.$9.7M
Employees10
Clients--
DateOct 2007
Total AUM$106.9M
Discretionary$97.2M
Non-Disc.$9.7M
Employees10
Clients--
DateMar 2007
Total AUM$106.9M
Discretionary$97.2M
Non-Disc.$9.7M
Employees10
Clients--
DateDec 2006
Total AUM$89.9M
Discretionary$81.5M
Non-Disc.$8.4M
Employees10
Clients--
DateMar 2006
Total AUM$89.9M
Discretionary$81.5M
Non-Disc.$8.4M
Employees10
Clients--
DateJul 2004
Total AUM$63.2M
Discretionary$57.6M
Non-Disc.$5.5M
Employees5
Clients--
DateApr 2002
Total AUM$41M
Discretionary$0
Non-Disc.$41M
Employees5
Clients--
DateJun 2001
Total AUM$65.4M
Discretionary$55.1M
Non-Disc.$10.3M
Employees5
Clients--