A complete list of active advisors currently associated with Prestige Wealth Management
Warmer can help you find a great advisor at Prestige Wealth Management or one who fits your needs even better.
Prestige Wealth Management serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and corporations, managing approximately $148 million across roughly 297 client relationships. The firm offers discretionary investment management, financial planning (including subscription-based planning and an online planning portal), retirement plan advisory, consulting, and coordinates tax preparation through an affiliated entity. PWM manages client portfolios using an asset-allocation approach that can include equities, ETFs, cash, alternative investments and institutional mutual fund share classes, and it typically charges a percentage‑of‑AUM fee for discretionary accounts. The firm frequently implements strategies through sub‑advisors, model managers and platform providers, and uses third‑party tools such as the Pontera platform to manage held‑away defined contribution accounts; accounts are reviewed at least annually. What is distinctive for a team firm is that PWM is the sponsor and manager of its own wrap fee program (the “Wrap Program”) and discloses the use of endorsements and advertising of third‑party ratings in its marketing efforts—practices that are relatively uncommon among peers. The brochure also highlights the firm’s recent SEC registration (May 2025), an affiliated tax service, use of digital estate‑planning providers, and disclosure of platform transition assistance and other third‑party incentives that the firm considers in recommending custodians.
To learn more about the advisors currently working at Prestige Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Prestige Wealth Management's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Fairfax Station, VA
| 0
| |
Southlake, TX
| 18
| |
Southlake, TX
| 8
| |
Southlake, TX
| 1
| |
Southlake, TX
| 4
|
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