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East End Wealth Management

Hampton Bays, NYState-registered investment adviserCRD 160261

Filed as EAST END WEALTH MANAGEMENT · Legal name Prescient Wealth Management, Inc.

East End Wealth Management is a state-registered investment advisory firm in Hampton Bays, NY, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 15, 2026.

2 years
registered since 2023
$20,919,684
assets under management
2 arrangements
Percentage of assets, Fixed fees
None
disclosure items (Item 11)

Quick answers

From the filing

How is East End Wealth Management compensated?

On its Form ADV (Item 5.E, October 2026), East End Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

Where is East End Wealth Management located?

East End Wealth Management's principal office is in Hampton Bays, NY, according to its Form ADV.

Is East End Wealth Management registered with the SEC or a state?

East End Wealth Management is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 160261.

How much does East End Wealth Management manage?

East End Wealth Management reports $20,919,684 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (100% discretionary).

How have East End Wealth Management's assets and staff changed since 2022?

In the Form ADV data for East End Wealth Management: Regulatory assets under management: $27,000,400 in the October 2022 data and $20,919,684 in the October 2026 data, down 23%. Total employees: 4 in October 2022 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does East End Wealth Management serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (49); high net worth individuals (11); charitable organizations (1).

Does East End Wealth Management report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/160261

What changed in East End Wealth Management's recent Form ADV filings?

In the October 2026 filing data: Regulatory assets under management went from $18,718,726 to $20,919,684 (+12%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Regulatory assets under management

Item 5.F
$20,919,684

$20,919,684 as of October 2026, filing dated September 15, 2026.

Discretionary: $20,919,684.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 49 Assets $10,081,664 (48%)
High net worth individuals
Clients 11 Assets $10,310,529 (49%)
Charitable organizations
Clients 1 Assets $527,491 (3%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other

Registration and firm details

Items 1, 2, 5
Legal name
Prescient Wealth Management, Inc.
Registration
State-registered investment adviser. Status as filed: APPROVED.
Registered since
2023 (2 years)
Employees
Total: 1. Performing investment advisory functions: 1.
Wrap fee program participation
No.
States registered or notice-filed
1 state or jurisdiction
NY

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$27M 2022 $23.8M 2023 $20.9M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$20,919,6841September 15, 2026
October 2023$23,812,0641September 20, 2023
October 2022$27,000,4004September 7, 2022

Regulatory assets under management: $27,000,400 in the October 2022 data and $20,919,684 in the October 2026 data, down 23%.

Total employees: 4 in October 2022 and 1 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. October 2026
    • Regulatory assets under management went from $18,718,726 to $20,919,684 (+12%).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
eastendwealth.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. East End Wealth Management (CRD 160261): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/east-end-wealth-management-hampton-bays-ny-160261