P
CRD: 336264
Prestige Wealth Management
Southlake, TX, 76092
8176378121
$148.4M Total AUM
$148.4M Disc. AUM
-- 3Y CAGR
9 Employees
297 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-28-2025
- Office Locations
- 2
Office Locations
3120 Sabre Drive Suite 160 Southlake TX
-- Fairfax Station VA
About Prestige Wealth Management
Prestige Wealth Management is a Southlake-based RIA with 2 offices. The firm has been operating for 1 years. Managing $148.4M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
36 AVG AGE
$29.7M AVG AUM / ADVISOR
$499.6K AVG AUM / CLIENT
0.9 yrs AVG TENURE
9 Employees
5 Advisory Reps
5 RIA Reps
1yrs Firm Age
Insights
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Accredited Investors
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Asset Classes
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Client Personas
Legacy
Investment Themes
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Investment Vehicles
Focus
Platform
Prime
Services
Unison horizon Foundation Prime Harbor Pioneer pioneer Unison pioneer Wave quantum Ridge
Owner & Executives
BRIAN DAVID DROLET
Chief Compliance Officer, Managing Member
- CRD
- #5564860
- Ownership
- 75% or more
(753) 688-8009
prime.wave@catalystcapital.com
in linkedin.com/in/focus-north
Showing 1 of 1 owners & executives
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S
SEAN PATRICK CULLEN
--
- CRD
- #8186157
(448) 731-6001
capital.value@harborcapital.com
in linkedin.com/in/vertex-meridian
Andrew Gold
Vice President - Wealth Management
- CRD
- #6961233
(751) 540-1015
bridge.crest@wavecapital.com
in linkedin.com/in/summit-north
A
Atlas glacier
Wave horizon
- CRD
- #70265
(763) 972-2322
insight.peak@beaconcapital.com
in linkedin.com/in/frontier-vital
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $148,381,816 | $168,424 |
| Non-Discretionary | $0 | -- |
| Total | $148,381,816 | $168,424 |
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Separately Managed Accounts
Total SMA Asset: $148,381,816
Public Funds:
17.2% Equity - Exchange:
5.2% Cash:
26.6% Other:
27.8% Corporate - Investment Grade:
8.4% Derivatives:
14.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,121,424,153 | 17.2% |
| Equity - Exchange | $339,035,209 | 5.2% |
| Cash | $1,734,295,492 | 26.6% |
| Other | $1,812,534,387 | 27.8% |
| Corporate - Investment Grade | $547,672,261 | 8.4% |
| Derivatives | $964,946,364 | 14.8% |
| Total | $6,519,907,866 | 100.0% |