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Building 2PRESTIGE WEALTH MANAGEMENT

Map pinSOUTHLAKE, TX
Phone8176378121
NotebookSEC #801-132868
Total AUM
$148.4M
Employees
9
Clients
297

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3120 SABRE DRIVE
SUITE 160
SOUTHLAKE
TX 76092
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
8176378121
Other Offices
1

ReceiptFinancials

Total AUM
$148.4M
Accounts
881
Discretionary
$148.4M
Accounts
881
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
275
AUM
$93.3M
HNW Individual Clients
22
AUM
$55.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALATXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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