← Tributary

PRESTIGE WEALTH MANAGEMENT GROUP, LLC

FLEMINGTON, NJ · CRD 127381 · IAPD ↗ · 908-782-0001

$666.4MRegulatory AUM
4Advisory reps
13Employees
1Clients
251-500Planning clients
0Private funds
10States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — PRESTIGE WEALTH MANAGEMENT GROUP, LLC crossed $500M in regulatory AUM ($498.5M -> $599.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
June 2024 — PRESTIGE WEALTH MANAGEMENT GROUP, LLC's Item 11 disclosure-reporting entries rose by 1 (0 -> 1).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
53
April 2024 — PRESTIGE WEALTH MANAGEMENT GROUP, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.