PRESTIGE WEALTH MANAGEMENT, INC.
Legal name: PRESTIGE WEALTH MANAGEMENT
CRD #336264 SEC #801-132868 SOUTHLAKE, TX 8176378121
SEC Registered
Total AUM
$118.8M
Discretionary
$118.8M
Employees
6
Clients
0
Accounts
759
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 24, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DROLET, BRIAN, DAVID | I | MANAGING MEMBER/ CCO | E | Control |
| DROLET, BRIAN, DAVID | I | MANAGING MEMBER/ CCO | E | Control |
| DROLET, BRIAN, DAVID | I | MANAGING MEMBER/ CCO | E | Control |
| DROLET, BRIAN, DAVID | I | MANAGING MEMBER/ CCO | E | Control |
| DROLET, BRIAN, DAVID | I | MANAGING MEMBER/ CCO | E | Control |
| DROLET, BRIAN, DAVID | I | MANAGING MEMBER/ CCO | E | Control |
| DROLET, BRIAN, DAVID | I | MANAGING MEMBER/ CCO | E | Control |
| DROLET, BRIAN, DAVID | I | MANAGING MEMBER/ CCO | E | Control |
Registrations
Federal
IA
Nov 24, 2025 REGISTERED
Notice Filings (2)
LA TX
Address
3120 SABRE DRIVESUITE 160
SOUTHLAKE, TX 76092
United States
Phone: 8176378121