# Prentice Wealth Management

Prentice Wealth Management is a Bank / Wealth / Trust based in Rochester, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Rochester, United States
- **Region:** North America
- **Address:** 1150 Penfield Road, Rochester, NY 14625, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** www.prenticewealth.com
- **LinkedIn:** https://www.linkedin.com/company/prentice-wealth-mangement-llc

## Regulatory record

- **CRD number:** 160052
- **SEC file number:** 801-76490
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-23T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/160052

## About

Prentice Wealth Management is an SEC-registered investment adviser in ROCHESTER, NY, registered since 2012. The firm manages $568 million in assets, $550 million on a discretionary basis. It has 14 employees and 4 investment advisers.

## Questions

### Who runs investment decisions at Prentice Wealth Management?

Prentice does not publicly name its individual portfolio managers or investment committee members. The firm's website describes a team-based approach where a dedicated group of advisors works with each client household, implying that investment decisions are made collaboratively at the advisor level under the firm's fiduciary framework rather than by a single named CIO. Specific leadership names were not found in the sources reviewed.

### How does the firm separate its nonprofit and endowment advisory work from its private-client business?

Prentice lists nonprofits, endowments, and foundations as a distinct client segment within its single advisory practice. The firm describes managing investment portfolios, establishing spending policies, and balancing growth objectives with current needs for these institutional clients — all delivered through the same team-based fiduciary structure that serves its private clients, rather than through a legally separate entity or dedicated institutional division.

## Related profiles

- [Premium Private Wealth](https://altss.com/profile/premium-private-wealth)
- [Prenzler Group](https://altss.com/profile/prenzler-group)

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Last updated: 2026-06-03T20:00:00.000Z

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