Prestige Wealth Management, Inc.
● SEC registered since 2025CRD 336264SEC# 801-132868Southlake, TX
Reg. AUM
$148.4M
Employees
9
Accounts
881
Location
Southlake, TX
Prestige Wealth Management, Inc. assets under management
Prestige Wealth Management, Inc. is an SEC-registered investment adviser based in Southlake, TX. The firm has been registered since 2025. It reports $148.4 million in regulatory assets under management and employs 9 people.
Prestige Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian David Drolet Control | Managing Member/ Cco | Over 75% | 2025 |
Frequently asked questions
How much does Prestige Wealth Management, Inc. manage?
Prestige Wealth Management, Inc. reports $148.4 million in regulatory assets under management on its Form ADV.
How many employees does Prestige Wealth Management, Inc. have?
Prestige Wealth Management, Inc. reports 9 employees.
Where is Prestige Wealth Management, Inc. located?
Prestige Wealth Management, Inc. is based in Southlake, TX and has been SEC-registered since 2025.
Does Prestige Wealth Management, Inc. disclose fund performance?
Prestige Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3120 Sabre Drive, Suite 160, Southlake, TX 76092 |
| Phone | 8176378121 |
| Office hours | 8:30 a.m. - 5:30 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$148.4M▲ 25%
Aug '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$148.4Mregulatory AUM
Discretionary $148.4M