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Prestige Wealth Management LLC

Prestige Wealth Management LLC. CRD 281426

P

CRD: 281426

Prestige Wealth Management LLC

Strongsville, OH, 44136
4408469170
prestigewmg.com
$26.1M Total AUM
$26.1M Disc. AUM
-- 3Y CAGR
1 Employees
100 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
SignalMomentum
Established Date
10-15-2015
Office Locations
1

Office Locations

10850 Pearl Road STE D5 Strongsville OH

About Prestige Wealth Management LLC

Prestige Wealth Management Group (Strongsville, OH) provides integrated wealth management for individuals/families, corporate executives, business owners and physicians, combining investment management with retirement, tax, estate and insurance planning. Executive work includes concentrated stock/option and pension decisions, NUA and hedging/covered-call strategies. Portfolios are largely implemented with ETFs alongside municipal and investment-grade bonds, with a consolidated view and secure digital vaulting.

Team overview

-- AVG AGE
$26.1M AVG AUM / ADVISOR
$261.2K AVG AUM / CLIENT
10.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Momentum Capital

Client Personas

Optima Element eagle

Custodian

Insight ember

Investment Themes

Pathway Signal Pioneer value

Investment Vehicles

Crest radial

Platform

Horizon meridian

Services

Legacy pathway Alpha Focus Beacon Peak value Value Timber Focus signal Optima

Technology

Crest Prime

Owner & Executives

J

John James Jurcago

Chief Compliance Officer, Managing Member, Owner

CRD
#6561500
Ownership
75% or more
(625) 614-5442
pathway.beacon@vectorcapital.com
in linkedin.com/in/pathway-radial

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $26,124,961 --
Non-Discretionary $0 --
Total $26,124,961 --

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Separately Managed Accounts

Total SMA Asset: $26,124,961

$26.1M Total SMA
Equity - Exchange:
45.0%
Municipal Bonds:
17.8%
Corporate - Investment Grade:
20.9%
U.S. Government/Agency:
16.3%
Asset class Assets Assets %
Equity - Exchange $1,766,327,776 45.0%
Municipal Bonds $698,680,765 17.8%
Corporate - Investment Grade $820,361,123 20.9%
U.S. Government/Agency $639,803,171 16.3%
Total $3,925,172,835 100.0%

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