PRENTICE WEALTH MANAGEMENT LLC

CRD #160052 SEC #801-76490 ROCHESTER, NY 585-218-0001

SEC Registered

Total AUM

$467.2M

Discretionary

$450.4M

Employees

Clients

Accounts

1,853

Firm Details

Organization Type: Limited Liability Company
State of Formation: New York
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Jul 10, 2025
Branch Offices: 2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	E	Control
PRENTICE, WILLIAM, JAMES	I	CHIEF COMPLIANCE OFFICER / MANAGING MEMBER	E	Control
TESORO, SHAWN, STEPHEN	I	CHIEF INVESTMENT OFFICER/ PART OWNER	C	Control
TESORO, SHAWN, STEPHEN	I	CHIEF INVESTMENT OFFICER/ PART OWNER	C	Control
TESORO, SHAWN, STEPHEN	I	CHIEF INVESTMENT OFFICER/ PART OWNER	C	Control
TESORO, SHAWN, STEPHEN	I	CHIEF INVESTMENT OFFICER/ PART OWNER	C	Control
TESORO, SHAWN, STEPHEN	I	CHIEF INVESTMENT OFFICER/ PART OWNER	C	Control
TESORO, SHAWN, STEPHEN	I	CHIEF INVESTMENT OFFICER/ PART OWNER	C	Control
TESORO, SHAWN, STEPHEN	I	CHIEF INVESTMENT OFFICER/ PART OWNER	C	Control
TESORO, SHAWN, STEPHEN	I	CHIEF INVESTMENT OFFICER/ PART OWNER	C	Control
TESORO, SHAWN, STEPHEN	I	CHIEF INVESTMENT OFFICER/ PART OWNER	C	Control
TESORO, SHAWN, STEPHEN	I	CHIEF INVESTMENT OFFICER/ PART OWNER	C	Control
TESORO, SHAWN, STEPHEN	I	CHIEF INVESTMENT OFFICER/ PART OWNER	C	Control
TESORO, SHAWN, STEPHEN	I	CHIEF INVESTMENT OFFICER/ PART OWNER	C	Control
TESORO, SHAWN, STEPHEN	I	CHIEF INVESTMENT OFFICER/ PART OWNER	C	Control
TESORO, SHAWN, STEPHEN	I	CHIEF INVESTMENT OFFICER/ PART OWNER	C	Control
TESORO, SHAWN, STEPHEN	I	CHIEF INVESTMENT OFFICER/ PART OWNER	C	Control
TESORO, SHAWN, STEPHEN	I	CHIEF INVESTMENT OFFICER/ PART OWNER	C	Control
TESORO, SHAWN, STEPHEN	I	CHIEF INVESTMENT OFFICER/ PART OWNER	C	Control
TESORO, SHAWN, STEPHEN	I	CHIEF INVESTMENT OFFICER/ PART OWNER	C	Control
TESORO, SHAWN, STEPHEN	I	CHIEF INVESTMENT OFFICER/ PART OWNER	C	Control
TESORO, SHAWN, STEPHEN	I	CHIEF INVESTMENT OFFICER/ PART OWNER	C	Control
TESORO, SHAWN, STEPHEN	I	CHIEF INVESTMENT OFFICER/ PART OWNER	C	Control
TESORO, SHAWN, STEPHEN	I	CHIEF INVESTMENT OFFICER/ PART OWNER	C	Control
TESORO, SHAWN, STEPHEN	I	CHIEF INVESTMENT OFFICER/ PART OWNER	C	Control
TESORO, SHAWN, STEPHEN	I	CHIEF INVESTMENT OFFICER/ PART OWNER	C	Control
TESORO, SHAWN, STEPHEN	I	CHIEF INVESTMENT OFFICER/ PART OWNER	C	Control
TESORO, SHAWN, STEPHEN	I	CHIEF INVESTMENT OFFICER/ PART OWNER	C	Control
TESORO, SHAWN, STEPHEN	I	CHIEF INVESTMENT OFFICER/ PART OWNER	C	Control
TESORO, SHAWN, STEPHEN	I	CHIEF INVESTMENT OFFICER / PART OWNER	C	Control
TESORO, SHAWN, STEPHEN	I	CHIEF INVESTMENT OFFICER / PART OWNER	C	Control
TESORO, SHAWN, STEPHEN	I	CHIEF INVESTMENT OFFICER / PART OWNER	C	Control

Registrations

Federal

Jul 10, 2025 REGISTERED

Notice Filings (14)

CA CO CT FL MA MD NC NE NH NY PA SC TX VA

Address

1150 PENFIELD RD.
ROCHESTER, NY 14625
United States

Phone: 585-218-0001