CRD: 127381
Prestige Wealth Management Group, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-02-2004
- Office Locations
- 1
Office Locations
About Prestige Wealth Management Group, LLC
Prestige Wealth Management Group, LLC is a New Jersey-based wealth management firm providing integrated financial planning, investment management, retirement planning, proactive tax planning, estate/family wealth planning, and insurance/risk management. The team serves individuals and families, corporate executives, business owners, physicians, and retirees, with a notable focus on executive retirement needs such as concentrated stock, options, pensions, and NUA strategies, plus a client portal and secure document vault.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROY EVANS WILLIAMS JR
President, CEO & Wealth Advisor
- CRD
- #1161149
- Ownership
- 75% or more
HOWARD JEFFREY SPIVACK
Certified Financial Planner Instructor
- CRD
- #1746929
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JOHN C DEANGELO
Managing Director & Wealth Advisor
- CRD
- #3038418
Paul Romano Esposito
Senior Portfolio Manager
- CRD
- #4843860
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $666,402,517 | $487,850 |
| Non-Discretionary | $0 | -- |
| Total | $666,402,517 | $487,850 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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