CRD: 160052
Prentice Wealth Management LLC
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- Custodian
- Charles Schwab & Company · LPL Financial · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-24-2012
- Office Locations
- 3
Office Locations
About Prentice Wealth Management LLC
Prentice Wealth Management is a wholly independent, fiduciary wealth manager founded in 2008 to provide conflict-free advice and implement comprehensive financial plans. The team serves multigenerational families, entrepreneurs, executives, real estate developers, and nonprofits across the U.S. and internationally, with portfolio construction and asset allocation often using ETFs and mutual funds. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
WILLIAM JAMES PRENTICE II
Chief Compliance Officer, Managing Member
- CRD
- #3212474
- Ownership
- 75% or more
SHAWN STEPHEN TESORO
Chief Investment Officer
- CRD
- #2394286
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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Umbereen Mustafa
--
- CRD
- #7930020
Andrew Lansing Schuler
DIRECTOR
- CRD
- #7046828
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $550,277,246 | $533,732 |
| Non-Discretionary | $17,227,377 | $5,742,459 |
| Total | $567,504,623 | $548,844 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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