Prestige Wealth Services Group, Inc.
● SEC registered since 2013CRD 166641SEC# 801-77623Flemington, NJ
Reg. AUM
$175.2M
Employees
4
Accounts
295
Location
Flemington, NJ
Prestige Wealth Services Group, Inc. assets under management
Prestige Wealth Services Group, Inc. is an investment advisory firm registered with the SEC based in Flemington, NJ. The firm has been registered since 2013. It reports $175.2 million in regulatory assets under management and employs 4 people.
Prestige Wealth Services Group, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Roy Evans Williams Control | Principal, President, Chief Executive Officer, Chief Compliance Officer And Chief Investment Officer | Over 75% | 2012 |
Frequently asked questions
How much does Prestige Wealth Services Group, Inc. manage?
Prestige Wealth Services Group, Inc. reports $175.2 million in regulatory assets under management on its Form ADV.
How many employees does Prestige Wealth Services Group, Inc. have?
Prestige Wealth Services Group, Inc. reports 4 employees.
Where is Prestige Wealth Services Group, Inc. located?
Prestige Wealth Services Group, Inc. is based in Flemington, NJ and has been SEC-registered since 2013.
Does Prestige Wealth Services Group, Inc. disclose fund performance?
Prestige Wealth Services Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 31 State Route 12, Flemington, NJ 08822 |
| Phone | 908-782-0001 |
| Fax | 908-450-1495 |
| Office hours | 9:00 a.m.-5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$175.2M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$175.2Mregulatory AUM
Discretionary $175.2M