PRESTIGE WEALTH MANAGEMENT GROUP, LLC
CRD #127381 SEC #801-72627 FLEMINGTON, NJ 908-782-0001
SEC Registered
Total AUM
$599.4M
Discretionary
$534.5M
Employees
12
Clients
251
Accounts
1,280
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $599.4M | $534.5M | $64.9M | 12 | 1 |
| Mar 2025 | $599.4M | $534.5M | $64.9M | 12 | 1 |
| May 2024 | $498.5M | $493.9M | $4.6M | 12 | 0 |
| Mar 2024 | $498.5M | $493.9M | $4.6M | 12 | 0 |
| Oct 2023 | $463.3M | $457.8M | $5.5M | 8 | 1 |
| Mar 2023 | $463.3M | $457.8M | $5.5M | 8 | 1 |
| Nov 2022 | $430.6M | $426.3M | $4.3M | 8 | 1 |
| Mar 2022 | $430.6M | $426.3M | $4.3M | 8 | 1 |
| Mar 2022 | $430.6M | $426.3M | $4.3M | 8 | 1 |
| Sep 2021 | $373.2M | $373.2M | $0 | 8 | 1 |
| Aug 2021 | $373.2M | $373.2M | $0 | 8 | 1 |
| Apr 2021 | $373.2M | $373.2M | $0 | 8 | 1 |
| Mar 2021 | $373.2M | $373.2M | $0 | 8 | 1 |
| Nov 2020 | $369.8M | $369.8M | $0 | 13 | 2 |
| Jun 2020 | $369.8M | $369.8M | $0 | 13 | 2 |
| Mar 2020 | $369.8M | $369.8M | $0 | 13 | 2 |
| Nov 2019 | $333.8M | $333.8M | $0 | 10 | 1 |
| Mar 2019 | $333.8M | $333.8M | $0 | 10 | 1 |
| Mar 2018 | $356.2M | $356.2M | $0 | 11 | 0 |
| Mar 2017 | $323.7M | $323.7M | $0 | 12 | 400 |
| Mar 2016 | $287M | $287M | $0 | 11 | 400 |
| Dec 2015 | $329.5M | $329.5M | $0 | 14 | 500 |
| Nov 2015 | $329.5M | $329.5M | $0 | 14 | 500 |
| Mar 2015 | $329.5M | $329.5M | $0 | 14 | 500 |
| Dec 2014 | $520M | $520M | $0 | 16 | 500 |
| Aug 2014 | $520M | $520M | $0 | 16 | 500 |
| Jul 2014 | $520M | $520M | $0 | 16 | 500 |
| Feb 2014 | $487M | $487M | $0 | 16 | 500 |
| Sep 2013 | $420M | $420M | $0 | 11 | 500 |
| Jul 2013 | $420M | $420M | $0 | 11 | 500 |
| Jul 2013 | $420M | $420M | $0 | 11 | 500 |
| May 2013 | $420M | $420M | $0 | 11 | 500 |
| Apr 2013 | $420M | $420M | $0 | 11 | 500 |
| Mar 2013 | $420M | $420M | $0 | 11 | 500 |
| Oct 2012 | $369M | $369M | $0 | 11 | 300 |
| Oct 2012 | $369M | $369M | $0 | 11 | 300 |
| Aug 2012 | $369M | $369M | $0 | 11 | 300 |
| Mar 2012 | $369M | $369M | $0 | 11 | 300 |
| Nov 2011 | $309M | $309M | $0 | -- | -- |
| Jul 2011 | $0 | $0 | $0 | -- | -- |
| Jul 2011 | $0 | $0 | $0 | -- | -- |
DateMar 2025
Total AUM$599.4M
Discretionary$534.5M
Non-Disc.$64.9M
Employees12
Clients1
DateMar 2025
Total AUM$599.4M
Discretionary$534.5M
Non-Disc.$64.9M
Employees12
Clients1
DateMay 2024
Total AUM$498.5M
Discretionary$493.9M
Non-Disc.$4.6M
Employees12
Clients0
DateMar 2024
Total AUM$498.5M
Discretionary$493.9M
Non-Disc.$4.6M
Employees12
Clients0
DateOct 2023
Total AUM$463.3M
Discretionary$457.8M
Non-Disc.$5.5M
Employees8
Clients1
DateMar 2023
Total AUM$463.3M
Discretionary$457.8M
Non-Disc.$5.5M
Employees8
Clients1
DateNov 2022
Total AUM$430.6M
Discretionary$426.3M
Non-Disc.$4.3M
Employees8
Clients1
DateMar 2022
Total AUM$430.6M
Discretionary$426.3M
Non-Disc.$4.3M
Employees8
Clients1
DateMar 2022
Total AUM$430.6M
Discretionary$426.3M
Non-Disc.$4.3M
Employees8
Clients1
DateSep 2021
Total AUM$373.2M
Discretionary$373.2M
Non-Disc.$0
Employees8
Clients1
DateAug 2021
Total AUM$373.2M
Discretionary$373.2M
Non-Disc.$0
Employees8
Clients1
DateApr 2021
Total AUM$373.2M
Discretionary$373.2M
Non-Disc.$0
Employees8
Clients1
DateMar 2021
Total AUM$373.2M
Discretionary$373.2M
Non-Disc.$0
Employees8
Clients1
DateNov 2020
Total AUM$369.8M
Discretionary$369.8M
Non-Disc.$0
Employees13
Clients2
DateJun 2020
Total AUM$369.8M
Discretionary$369.8M
Non-Disc.$0
Employees13
Clients2
DateMar 2020
Total AUM$369.8M
Discretionary$369.8M
Non-Disc.$0
Employees13
Clients2
DateNov 2019
Total AUM$333.8M
Discretionary$333.8M
Non-Disc.$0
Employees10
Clients1
DateMar 2019
Total AUM$333.8M
Discretionary$333.8M
Non-Disc.$0
Employees10
Clients1
DateMar 2018
Total AUM$356.2M
Discretionary$356.2M
Non-Disc.$0
Employees11
Clients0
DateMar 2017
Total AUM$323.7M
Discretionary$323.7M
Non-Disc.$0
Employees12
Clients400
DateMar 2016
Total AUM$287M
Discretionary$287M
Non-Disc.$0
Employees11
Clients400
DateDec 2015
Total AUM$329.5M
Discretionary$329.5M
Non-Disc.$0
Employees14
Clients500
DateNov 2015
Total AUM$329.5M
Discretionary$329.5M
Non-Disc.$0
Employees14
Clients500
DateMar 2015
Total AUM$329.5M
Discretionary$329.5M
Non-Disc.$0
Employees14
Clients500
DateDec 2014
Total AUM$520M
Discretionary$520M
Non-Disc.$0
Employees16
Clients500
DateAug 2014
Total AUM$520M
Discretionary$520M
Non-Disc.$0
Employees16
Clients500
DateJul 2014
Total AUM$520M
Discretionary$520M
Non-Disc.$0
Employees16
Clients500
DateFeb 2014
Total AUM$487M
Discretionary$487M
Non-Disc.$0
Employees16
Clients500
DateSep 2013
Total AUM$420M
Discretionary$420M
Non-Disc.$0
Employees11
Clients500
DateJul 2013
Total AUM$420M
Discretionary$420M
Non-Disc.$0
Employees11
Clients500
DateJul 2013
Total AUM$420M
Discretionary$420M
Non-Disc.$0
Employees11
Clients500
DateMay 2013
Total AUM$420M
Discretionary$420M
Non-Disc.$0
Employees11
Clients500
DateApr 2013
Total AUM$420M
Discretionary$420M
Non-Disc.$0
Employees11
Clients500
DateMar 2013
Total AUM$420M
Discretionary$420M
Non-Disc.$0
Employees11
Clients500
DateOct 2012
Total AUM$369M
Discretionary$369M
Non-Disc.$0
Employees11
Clients300
DateOct 2012
Total AUM$369M
Discretionary$369M
Non-Disc.$0
Employees11
Clients300
DateAug 2012
Total AUM$369M
Discretionary$369M
Non-Disc.$0
Employees11
Clients300
DateMar 2012
Total AUM$369M
Discretionary$369M
Non-Disc.$0
Employees11
Clients300
DateNov 2011
Total AUM$309M
Discretionary$309M
Non-Disc.$0
Employees--
Clients--
DateJul 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateJul 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--