Prestige Wealth Management Group logo

Prestige Wealth Management Group Employee Directory

Financial ServicesNew Jersey, United States11-50 Employees

Prestige Wealth Management Group is a family-owned financial services firm operating in Flemington and Millburn, New Jersey. It provides integrated financial guidance across investing, accounting, tax, and estate planning to executives, business owners, physicians, retirees, pre-retirees, and their families, aiming to align these functions under one umbrella. The company positions itself within the financial services industry by emphasizing stability and transparency, serving clients who seek coordinated planning and long-term stewardship of wealth. Based in New Jersey, Prestige has a multi-decade presence and offers advisory services through its affiliated entity, with securities offered through a separate registered broker-dealer. Recent activity indicates ongoing asset acquisitions in the third quarter, including stakes in organizations such as Zscaler and Healthcare Realty Trust, reflecting diversification of client portfolios.

Find Prestige Wealth Management Group employees' phone numbers or email addresses

Prestige Wealth Management Group Global Highlights

Location
Employees

North America
29

Minus sign iconPlus sign icon
  • United States Of America
    29

Asia
2

Minus sign iconPlus sign icon
  • Malaysia
    1
  • United Arab Emirates
    1

Africa
1

Minus sign iconPlus sign icon
  • South Africa
    1

Oceania
1

Minus sign iconPlus sign icon
  • Australia
    1

Prestige Wealth Management Group's Leadership

  • President at Prestige Wealth Management Group
    B. S.
    President
  • Managing Director Of Operations at Prestige Wealth Management Group
    A. M.
    Managing Director Of Operations
  • Owner at Prestige Wealth Management Group
    S. R.
    Owner
  • Owner at Prestige Wealth Management Group
    T. W.
    Owner
  • Financial Advisor And Director at Prestige Wealth Management Group
    T. R.
    Financial Advisor And Director
  • Office Manager at Prestige Wealth Management Group
    K. C.
    Office Manager
  • Tax Manager at Prestige Wealth Management Group
    L. I.
    Tax Manager
  • Senior Portfolio Manager at Prestige Wealth Management Group
    P. E.
    Senior Portfolio Manager

Prestige Wealth Management Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Human Resources
  • Other

Contact profiles from Prestige Wealth Management Group

Name
Title
Contact
Location
Last Update
  • Managing Director Of Operations at Prestige Wealth Management Group
    A. M.
    Managing Director Of Operations
    Oct 18, 2024
  • President at Prestige Wealth Management Group
    B. S.
    President
    Oct 22, 2024
  • Owner at Prestige Wealth Management Group
    S. R.
    Owner
    Oct 23, 2024
  • Owner at Prestige Wealth Management Group
    T. W.
    Owner
    Oct 21, 2024
  • Financial Advisor And Director at Prestige Wealth Management Group
    T. R.
    Financial Advisor And Director
    Australia, New South Wales
    Jun 24, 2026
  • Office Manager at Prestige Wealth Management Group
    K. C.
    Office Manager
    Oct 23, 2024
  • Tax Manager at Prestige Wealth Management Group
    L. I.
    Tax Manager
    Oct 17, 2024
  • Senior Portfolio Manager at Prestige Wealth Management Group
    P. E.
    Senior Portfolio Manager
    Apr 21, 2025
  • Principal at Prestige Wealth Management Group
    B. P.
    Principal
    Oct 16, 2024
  • Sales at Prestige Wealth Management Group
    D. S.
    Sales
    Oct 16, 2024

Frequently Asked Questions

What is Prestige Wealth Management Group known for?

Minus sign iconPlus sign icon
Prestige Wealth Management Group was founded in 1994 and operates in the Financial Services industry. You can contact Prestige Wealth Management Group's main corporate office by phone at . Explore Prestige Wealth Management Group's company overview page for more information.

What is Prestige Wealth Management Group's most common email format?

Minus sign iconPlus sign icon
Prestige Wealth Management Group employees' email format typically follows the pattern of FLast@prestigewmg.com. Trying to find reliable and up-to-date employee contact data? Find more Prestige Wealth Management Group email formats with LeadIQ.

How many employees does Prestige Wealth Management Group have currently?

Minus sign iconPlus sign icon
Prestige Wealth Management Group has approximately 12 employees as of August 2026. These team members are located across 4 continents, including North America, Asia and Africa.

Who are Prestige Wealth Management Group's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Prestige Wealth Management Group's key employees include:

  • President: B. S.
  • Managing Director Of Operations: A. M.
  • Owner: S. R.
  • Owner: T. W.
  • Financial Advisor And Director: T. R.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.