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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 14, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MEANS, KEVIN, MARK | I | CHIEF INVESTMENT OFFICER | NA | Control |
| SPIVACK, HOWARD, JEFFREY | I | DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| SPIVACK, HOWARD, JEFFREY | I | DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| SPIVACK, HOWARD, JEFFREY | I | DIRECTOR OF FINANCIAL PLANNING | NA | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT, CEO. CHIEF COMPLIANCE OFFICER, AND CHIEF INVESTMENT OFFICER | E | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT, CEO. CHIEF COMPLIANCE OFFICER, AND CHIEF INVESTMENT OFFICER | E | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT, CEO. CHIEF COMPLIANCE OFFICER, AND CHIEF INVESTMENT OFFICER | E | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT, CEO. CHIEF COMPLIANCE OFFICER, AND CHIEF INVESTMENT OFFICER | E | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT AND CEO | D | Control |
| WILLIAMS, ROY, EVANS | I | PRINCIPAL | D | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT AND CEO | D | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT AND CEO | D | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT AND CEO | D | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT AND CEO | D | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT AND CEO | D | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT AND CEO | D | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT AND CEO | D | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT, CEO. CHIEF COMPLIANCE OFFICER, AND CHIEF INVESTMENT OFFICER | D | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT AND CEO | D | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT AND CEO | D | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT AND CEO | D | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT AND CEO | D | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT AND CEO | D | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT AND CEO | D | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT AND CEO | D | Control |
| WILLIAMS, ROY, EVANS | I | MANAGING MEMBER, PRESIDENT AND CEO | D | Control |
| LINDEN, STEVEN, EDWARD | I | MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| LINDEN, STEVEN, EDWARD | I | PRINCIPAL & CHIEF COMPLIANCE OFFICER | C | Control |
| LINDEN, STEVEN, EDWARD | I | MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| LINDEN, STEVEN, EDWARD | I | MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| LINDEN, STEVEN, EDWARD | I | MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| LINDEN, STEVEN, EDWARD | I | MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| LINDEN, STEVEN, EDWARD | I | MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| LINDEN, STEVEN, EDWARD | I | MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| LINDEN, STEVEN, EDWARD | I | MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| LINDEN, STEVEN, EDWARD | I | MEMBER | C | |
| LINDEN, STEVEN, EDWARD | I | MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| LINDEN, STEVEN, EDWARD | I | MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| LINDEN, STEVEN, EDWARD | I | MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| LINDEN, STEVEN, EDWARD | I | MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| LINDEN, STEVEN, EDWARD | I | MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| LINDEN, STEVEN, EDWARD | I | MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| LINDEN, STEVEN, EDWARD | I | MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| LINDEN, STEVEN, EDWARD | I | MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| LINDEN, STEVEN, EDWARD | I | MEMBER | C |
Registrations
Federal
IA
Mar 14, 2025 REGISTERED
Notice Filings (14)
CA DE FL GA LA MA NC NH NJ NY PA SC TX VA
Address
31 STATE ROUTE 12FLEMINGTON, NJ 08822
United States
Phone: 908-782-0001