# Prestige Wealth Management Group

Prestige Wealth Management Group is a Bank / Wealth / Trust based in Flemington, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Flemington, United States
- **Region:** North America
- **Address:** New Jersey, United States
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** prestigewmg.com
- **LinkedIn:** https://www.linkedin.com/company/prestige-wealth-management-group

## Regulatory record

- **CRD number:** 127381
- **SEC file number:** 801-72627
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-10T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/127381

## About

Prestige Wealth Management Group was founded in 1994 and is headquartered in New Jersey. The firm advises individuals, business entities, and other organizations on investment management, offering services that span financial planning and portfolio construction. The wealth-origin profile is diffuse — Prestige serves multiple external clients rather than stewarding a single family's fortune. The strategy centers on traditional wealth management. Prestige builds client portfolios primarily through direct holdings in public equities and fixed income, using separately managed accounts to tailor allocations. The firm's known investment footprint is concentrated in the United States, particularly the Northeast, where its client base and advisory relationships are rooted. Specific portfolio holdings or co-investment partners are not publicly disclosed. Operational scale remains undisclosed. Prestige does not publicly report total assets under management, headcount, or aggregate client deployment figures. The firm does not maintain known adjacent vehicles — no philanthropic foundation, private equity arm, or real-asset subsidiary is publicly linked to the advisory practice. Its footprint is that of a lean, independent registered investment advisor with no satellite offices on record. Prestige's structural differentiator lies in its independence. As a non-bank, non-broker-dealer advisory firm operating since the mid-1990s, it has survived multiple market cycles without being rolled up into a wirehouse or aggregator platform. For a regional wealth manager, that longevity implies a stable, if unpublicized, base of retainer relationships — the kind of resilience that comes from direct client custody rather than institutional fundraising cycles.

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Last updated: 2026-07-08T22:21:42.283Z

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