What departments does Prestige Wealth Management Group have?

Prestige Wealth Management Group has employees across 7 departments including Entrepreneurship, Finance, Administrative, Accounting, Program & Project Management.

What is the largest department at Prestige Wealth Management Group?

The largest department at Prestige Wealth Management Group is Entrepreneurship with 2 employees.

Where are Prestige Wealth Management Group employees located globally?

Prestige Wealth Management Group has employees across 4 continents and 6 countries including South Africa, Malaysia, United Arab Emirates, Indonesia, United States Of America.

How has Prestige Wealth Management Group's team size changed over time?

Prestige Wealth Management Group's team has decreased from approximately 14 to 12 employees based on available data.

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.

Prestige Wealth Management Group Global Highlights

North America
31

United States Of America
31

Asia
3

Malaysia
1
United Arab Emirates
1
Indonesia
1

Africa
1

South Africa
1

Oceania
1

Australia
1

Prestige Wealth Management Group's Leadership

B. S.
President
Mobile Phone
Email
S. R.
Owner
Mobile Phone
Email
T. W.
Owner
Mobile Phone
Email
T. R.
Financial Advisor And Director
Mobile Phone
Email
A. M.
Managing Director Of Operations
Mobile Phone
Email
K. C.
Office Manager
Mobile Phone
Email
L. I.
Tax Manager
Mobile Phone
Email
P. E.
Senior Portfolio Manager
Mobile Phone
Email

Prestige Wealth Management Group Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Human Resources
Accounting
Administrative
Other

Contact profiles from Prestige Wealth Management Group

Name

Title

Contact Info

Location

Last Update

B. S.
President
Mobile Phone
Email
Oct 22, 2024
S. R.
Owner
Mobile Phone
Email
Oct 23, 2024
T. W.
Owner
Mobile Phone
Email
Oct 21, 2024
T. R.
Financial Advisor And Director
Mobile Phone
Email
AustraliaNew South Wales
Jun 24, 2026
A. M.
Managing Director Of Operations
Mobile Phone
Email
Oct 18, 2024
K. C.
Office Manager
Mobile Phone
Email
Oct 23, 2024
L. I.
Tax Manager
Mobile Phone
Email
Oct 17, 2024
P. E.
Senior Portfolio Manager
Mobile Phone
Email
Apr 21, 2025
Y. H.
Relationship Manager
Mobile Phone
Email
IndonesiaWest Java
Mar 04, 2024
B. P.
Principal
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Prestige Wealth Management Group known for?

Prestige Wealth Management Group was founded in 1994 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-908-379-****

. Explore Prestige Wealth Management Group's company overview page for more information.

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

Prestige Wealth Management Group employees' email format typically follows the pattern of . 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?

Prestige Wealth Management Group has approximately 11 employees as of July 2026. These team members are located across 4 continents, including North AmericaAsiaAfrica.

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

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

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

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Prestige Wealth Management Group Employee Directory

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