{ "crd_number": 281426, "slug": "prestige-wealth-management-llc-strongsville-oh-281426", "primary_business_name": "PRESTIGE WEALTH MANAGEMENT LLC", "legal_name": "PRESTIGE WEALTH MANAGEMENT LLC", "dbas": [], "city": "Strongsville", "state": "OH", "country": "United States", "cbsa_code": "17410", "metro": { "cbsa_code": "17410", "common_name": "Cleveland", "msa_name": "Cleveland, OH", "path": "/advisors/oh/cleveland" }, "registration_type": "state", "registration_status": "APPROVED", "registration_date": "2015-10-15", "years_registered": 10, "period": "2026-10-01", "filing_date": "2026-01-30", "carried_forward": false, "raum_total": 26124961.0, "raum_discretionary": 26124961.0, "raum_non_discretionary": 0.0, "raum_band": "25m_100m", "raum_band_label": "$25 million to $100 million", "total_employees": 1, "advisory_employees": 1, "client_count_bucket": null, "clients_by_type": { "other": { "raum": 0.0, "count": null }, "charitable": { "raum": 0.0, "count": null }, "individuals": { "raum": 12339137.0, "count": 82 }, "banking_thrift": { "raum": 0.0, "count": null }, "state_municipal": { "raum": 0.0, "count": null }, "insurance_companies": { "raum": 0.0, "count": null }, "investment_companies": { "raum": 0.0, "count": null }, "pension_profit_sharing": { "raum": 0.0, "count": null }, "other_investment_advisers": { "raum": 0.0, "count": null }, "high_net_worth_individuals": { "raum": 13785824.0, "count": 18 }, "pooled_investment_vehicles": { "raum": 0.0, "count": null }, "corporations_other_businesses": { "raum": 0.0, "count": null }, "business_development_companies": { "raum": 0.0, "count": null }, "sovereign_wealth_foreign_official": { "raum": 0.0, "count": null } }, "compensation_types": [ "fixed", "hourly", "other", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "portfolio_management_individuals", "selection_of_other_advisers" ], "wrap_fee_participant": true, "disclosure_yes_count": 1, "states_registered": [ "OH" ], "websites": [], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281426", "disclosure_items": [ { "item": "11.F", "question": "Has an authorization to act as an attorney, accountant, or federal contractor granted to the firm or an advisory affiliate ever been revoked or suspended?" } ], "city_as_filed": "STRONGSVILLE", "url": "https://advisorcensus.com/firm/prestige-wealth-management-llc-strongsville-oh-281426", "display_name": "Prestige Wealth Management LLC", "summary": "Prestige Wealth Management LLC is a state-registered investment advisory firm in Strongsville, OH, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 30, 2026.", "citation": "AdvisorCensus. Prestige Wealth Management LLC (CRD 281426): Form ADV filing data as of October 2026.", "registration_type_label": "State-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)", "Other" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Prestige Wealth Management LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Prestige Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other." }, { "q": "Where is Prestige Wealth Management LLC located?", "a": "Prestige Wealth Management LLC's principal office is in Strongsville, OH, according to its Form ADV." }, { "q": "Is Prestige Wealth Management LLC registered with the SEC or a state?", "a": "Prestige Wealth Management LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 281426." }, { "q": "How much does Prestige Wealth Management LLC manage?", "a": "Prestige Wealth Management LLC reports $26,124,961 in regulatory assets under management in its Form ADV filing dated January 30, 2026 (100% discretionary)." }, { "q": "What types of clients does Prestige Wealth Management LLC serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (82); high net worth individuals (18)." }, { "q": "Does Prestige Wealth Management LLC report any disciplinary disclosures?", "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.F (authorization as an attorney, accountant, or federal contractor revoked or suspended). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/281426" } ], "filing_history": [], "recent_changes": [], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/prestige-wealth-management-llc-strongsville-oh-281426.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 82, "fewer_than_5": false, "raum": 12339137.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 18, "fewer_than_5": false, "raum": 13785824.0 }, { "type": "banking_thrift", "label": "Banking or thrift institutions", "count": null, "fewer_than_5": false, "raum": 0.0 }, { "type": "investment_companies", "label": "Investment companies", "count": null, "fewer_than_5": false, "raum": 0.0 }, { "type": "business_development_companies", "label": "Business development companies", "count": null, "fewer_than_5": false, "raum": 0.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": null, "fewer_than_5": false, "raum": 0.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": null, "fewer_than_5": false, "raum": 0.0 }, { "type": "charitable", "label": "Charitable organizations", "count": null, "fewer_than_5": false, "raum": 0.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": null, "fewer_than_5": false, "raum": 0.0 }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": null, "fewer_than_5": false, "raum": 0.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": null, "fewer_than_5": false, "raum": 0.0 }, { "type": "sovereign_wealth_foreign_official", "label": "Sovereign wealth funds and foreign official institutions", "count": null, "fewer_than_5": false, "raum": 0.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": null, "fewer_than_5": false, "raum": 0.0 }, { "type": "other", "label": "Other", "count": null, "fewer_than_5": false, "raum": 0.0 } ], "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.", "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/281426", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }