PRENTICE WEALTH MANAGEMENT LLC
CRD #160052 SEC #801-76490 ROCHESTER, NY 585-218-0001
SEC Registered
Total AUM
$467.2M
Discretionary
$450.4M
Employees
14
Clients
--
Accounts
1,853
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $467.2M | $450.4M | $16.7M | 14 | 0 |
| May 2025 | $467.2M | $450.4M | $16.7M | 14 | 0 |
| Feb 2025 | $467.2M | $450.4M | $16.7M | 14 | 0 |
| Mar 2024 | $393.5M | $378.4M | $15.1M | 11 | 0 |
| Jan 2024 | $393.5M | $378.4M | $15.1M | 11 | 0 |
| Sep 2023 | $295.3M | $282.5M | $12.8M | 12 | 0 |
| Apr 2023 | $295.3M | $282.5M | $12.8M | 12 | 0 |
| Mar 2023 | $295.3M | $282.5M | $12.8M | 12 | 0 |
| Feb 2023 | $295.3M | $282.5M | $12.8M | 12 | 0 |
| Oct 2022 | $358.8M | $342.5M | $16.2M | 11 | 2 |
| May 2022 | $358.8M | $342.5M | $16.2M | 11 | 2 |
| Apr 2022 | $358.8M | $342.5M | $16.2M | 11 | 2 |
| Mar 2022 | $358.8M | $342.5M | $16.2M | 11 | 2 |
| Nov 2021 | $251.8M | $238.3M | $13.6M | 11 | 0 |
| May 2021 | $251.8M | $238.3M | $13.6M | 11 | 0 |
| May 2021 | $251.8M | $238.3M | $13.6M | 11 | 0 |
| Apr 2021 | $251.8M | $238.3M | $13.6M | 11 | 0 |
| Apr 2021 | $251.8M | $238.3M | $13.6M | 9 | 0 |
| Mar 2021 | $251.8M | $238.3M | $13.6M | 9 | 0 |
| Aug 2020 | $206.8M | $195.7M | $11.1M | 9 | 0 |
| Jul 2020 | $206.8M | $195.7M | $11.1M | 8 | 0 |
| Jun 2020 | $206.8M | $195.7M | $11.1M | 8 | 0 |
| Feb 2020 | $206.8M | $195.7M | $11.1M | 8 | 0 |
| Jul 2019 | $192.4M | $192.4M | $0 | 8 | 0 |
| Mar 2019 | $111.7M | $111.7M | $0 | 8 | 0 |
| Jan 2019 | $89.4M | $89.4M | $0 | 8 | 0 |
| Oct 2018 | $89.4M | $89.4M | $0 | 7 | 0 |
| Mar 2018 | $89.4M | $89.4M | $0 | 7 | 0 |
| Aug 2017 | $71.6M | $71.6M | $0 | 7 | 100 |
| Apr 2017 | $62.2M | $62.2M | $0 | 8 | 100 |
| Mar 2017 | $56.4M | $56.4M | $0 | 7 | 100 |
| Apr 2016 | $49.3M | $49.3M | $0 | 5 | 100 |
| Mar 2016 | $50.8M | $50.8M | $0 | 5 | 100 |
| Jan 2016 | $50.8M | $50.8M | $0 | 5 | 100 |
| Sep 2015 | $51.4M | $51.4M | $0 | 5 | 100 |
| Jul 2015 | $58.5M | $51.4M | $7.1M | 5 | 100 |
| Mar 2015 | $57.2M | $48.6M | $8.6M | 9 | 100 |
| Oct 2014 | $125.9M | $61.6M | $64.4M | 6 | 800 |
| Jun 2014 | $125.9M | $61.6M | $64.4M | 6 | 800 |
| Mar 2014 | $125.9M | $61.6M | $64.4M | 6 | 800 |
| May 2013 | $94.5M | $33.2M | $61.3M | 6 | 800 |
| Mar 2013 | $94.5M | $33.2M | $61.3M | 6 | 800 |
| Aug 2012 | $106M | $41.3M | $64.6M | -- | 0 |
| Apr 2012 | $0 | $0 | $0 | -- | 0 |
| Apr 2012 | $0 | $0 | $0 | -- | 0 |
DateJul 2025
Total AUM$467.2M
Discretionary$450.4M
Non-Disc.$16.7M
Employees14
Clients0
DateMay 2025
Total AUM$467.2M
Discretionary$450.4M
Non-Disc.$16.7M
Employees14
Clients0
DateFeb 2025
Total AUM$467.2M
Discretionary$450.4M
Non-Disc.$16.7M
Employees14
Clients0
DateMar 2024
Total AUM$393.5M
Discretionary$378.4M
Non-Disc.$15.1M
Employees11
Clients0
DateJan 2024
Total AUM$393.5M
Discretionary$378.4M
Non-Disc.$15.1M
Employees11
Clients0
DateSep 2023
Total AUM$295.3M
Discretionary$282.5M
Non-Disc.$12.8M
Employees12
Clients0
DateApr 2023
Total AUM$295.3M
Discretionary$282.5M
Non-Disc.$12.8M
Employees12
Clients0
DateMar 2023
Total AUM$295.3M
Discretionary$282.5M
Non-Disc.$12.8M
Employees12
Clients0
DateFeb 2023
Total AUM$295.3M
Discretionary$282.5M
Non-Disc.$12.8M
Employees12
Clients0
DateOct 2022
Total AUM$358.8M
Discretionary$342.5M
Non-Disc.$16.2M
Employees11
Clients2
DateMay 2022
Total AUM$358.8M
Discretionary$342.5M
Non-Disc.$16.2M
Employees11
Clients2
DateApr 2022
Total AUM$358.8M
Discretionary$342.5M
Non-Disc.$16.2M
Employees11
Clients2
DateMar 2022
Total AUM$358.8M
Discretionary$342.5M
Non-Disc.$16.2M
Employees11
Clients2
DateNov 2021
Total AUM$251.8M
Discretionary$238.3M
Non-Disc.$13.6M
Employees11
Clients0
DateMay 2021
Total AUM$251.8M
Discretionary$238.3M
Non-Disc.$13.6M
Employees11
Clients0
DateMay 2021
Total AUM$251.8M
Discretionary$238.3M
Non-Disc.$13.6M
Employees11
Clients0
DateApr 2021
Total AUM$251.8M
Discretionary$238.3M
Non-Disc.$13.6M
Employees11
Clients0
DateApr 2021
Total AUM$251.8M
Discretionary$238.3M
Non-Disc.$13.6M
Employees9
Clients0
DateMar 2021
Total AUM$251.8M
Discretionary$238.3M
Non-Disc.$13.6M
Employees9
Clients0
DateAug 2020
Total AUM$206.8M
Discretionary$195.7M
Non-Disc.$11.1M
Employees9
Clients0
DateJul 2020
Total AUM$206.8M
Discretionary$195.7M
Non-Disc.$11.1M
Employees8
Clients0
DateJun 2020
Total AUM$206.8M
Discretionary$195.7M
Non-Disc.$11.1M
Employees8
Clients0
DateFeb 2020
Total AUM$206.8M
Discretionary$195.7M
Non-Disc.$11.1M
Employees8
Clients0
DateJul 2019
Total AUM$192.4M
Discretionary$192.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$111.7M
Discretionary$111.7M
Non-Disc.$0
Employees8
Clients0
DateJan 2019
Total AUM$89.4M
Discretionary$89.4M
Non-Disc.$0
Employees8
Clients0
DateOct 2018
Total AUM$89.4M
Discretionary$89.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$89.4M
Discretionary$89.4M
Non-Disc.$0
Employees7
Clients0
DateAug 2017
Total AUM$71.6M
Discretionary$71.6M
Non-Disc.$0
Employees7
Clients100
DateApr 2017
Total AUM$62.2M
Discretionary$62.2M
Non-Disc.$0
Employees8
Clients100
DateMar 2017
Total AUM$56.4M
Discretionary$56.4M
Non-Disc.$0
Employees7
Clients100
DateApr 2016
Total AUM$49.3M
Discretionary$49.3M
Non-Disc.$0
Employees5
Clients100
DateMar 2016
Total AUM$50.8M
Discretionary$50.8M
Non-Disc.$0
Employees5
Clients100
DateJan 2016
Total AUM$50.8M
Discretionary$50.8M
Non-Disc.$0
Employees5
Clients100
DateSep 2015
Total AUM$51.4M
Discretionary$51.4M
Non-Disc.$0
Employees5
Clients100
DateJul 2015
Total AUM$58.5M
Discretionary$51.4M
Non-Disc.$7.1M
Employees5
Clients100
DateMar 2015
Total AUM$57.2M
Discretionary$48.6M
Non-Disc.$8.6M
Employees9
Clients100
DateOct 2014
Total AUM$125.9M
Discretionary$61.6M
Non-Disc.$64.4M
Employees6
Clients800
DateJun 2014
Total AUM$125.9M
Discretionary$61.6M
Non-Disc.$64.4M
Employees6
Clients800
DateMar 2014
Total AUM$125.9M
Discretionary$61.6M
Non-Disc.$64.4M
Employees6
Clients800
DateMay 2013
Total AUM$94.5M
Discretionary$33.2M
Non-Disc.$61.3M
Employees6
Clients800
DateMar 2013
Total AUM$94.5M
Discretionary$33.2M
Non-Disc.$61.3M
Employees6
Clients800
DateAug 2012
Total AUM$106M
Discretionary$41.3M
Non-Disc.$64.6M
Employees--
Clients0
DateApr 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateApr 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0