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Prestige Wealth Management Group, LLC

Headquartered in FLEMINGTON, NJ

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Firm Information

Prestige Wealth Management Group, LLC is a financial advisory firm based in Flemington, New Jersey. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. They manage approximately $498 million in assets and have a total of 1,152 accounts. The firm also offers wrap fee programs and has a presence on various social media platforms including LinkedIn, Facebook, and Twitter.

Prestige Wealth Management Group, LLC

31 STATE ROUTE 12

FLEMINGTON, NJ 08822

$498.49M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

PRESTIGE WEALTH MANAGEMENT GROUP, LLC has a total of 2 branch locations across the country.
location

FLEMINGTON, NJ

location

Key Largo, FL

Advisors at Prestige Wealth Management Group, LLC

View All 6 Advisors
Unclaimed
Paul Romano Esposito

CFP®, CFA®, RA

FLEMINGTON, NJ

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Unclaimed
Howard Jeffrey Spivack

CFP®, RA

FLEMINGTON, NJ

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Unclaimed
John C Deangelo

CFP®, RA

FLEMINGTON, NJ

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Unclaimed
Michael Louis Williams

CFP®, RA

FLEMINGTON, NJ

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Unclaimed
Roy Evans Williams

CFC®, RA

FLEMINGTON, NJ

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Unclaimed
Nathaniel Paul Hodgson

RA

FLEMINGTON, NJ

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Disclosures

There are no public disclosures for Prestige Wealth Management Group, LLC.

Frequently Asked Questions (7)

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