Holden Ziels has been an investment adviser representative at Prestige Wealth Management since January 2026, and is not listed among the firm’s executive officers or direct owners. Holden Ziels studied at Boise State University.
Prestige Wealth Management, Inc. is a Southlake, TX firm with $148M under management, 297 clients and 5 advisers across 2 offices, as of its June 2026 filing.
Holden Ziels is Wealth Advisor of Prestige Wealth Management, based in Southlake, TX. He started his career in financial services in Dallas, Texas, and spent three and a half years at Goldman Sachs, where he built a strong foundation in wealth management and financial planning.
Holden Ziels’ longest registration was 3 years at Goldman Sachs Wealth Services, L.P. (2022–2026). Before joining Prestige Wealth Management in 2026, Holden Ziels was registered through Goldman Sachs Wealth Services, L.P.
- Prestige Wealth ManagementCurrent– present · under a yearSouthlake, TX · Adviser representative · Firm CRD 336264
- Goldman Sachs Wealth Services, L.P.– · 3 yearsIrving, TX · Adviser representative · Firm CRD 106693
Professional designations
Listed by Prestige Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Holden Ziels is registered as an investment adviser representative in Texas, since January 2026.
- TexasSince 27 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 16 September 2022 |
| Series 7TO | General Securities Representative Examination | 31 August 2022 |
| SIE | Securities Industry Essentials Examination | 20 August 2022 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7605188
- Firm
- Prestige Wealth Management · CRD 336264
- Office
- 3120 SABRE DRIVE, SUITE 160, Southlake, TX 76092
- Registration
- Investment adviser registration
- In the industry since
- August 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pwealthmgmt.com
Where does Holden Ziels work?
Holden Ziels is an investment adviser representative registered through Prestige Wealth Management, Inc. since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Holden Ziels a financial advisor?
Yes. Holden Ziels has a current investment-adviser registration in Texas, through Prestige Wealth Management since January 2026.
How many years of experience does Holden Ziels have?
Holden Ziels has 4 years in the financial industry, since August 2022, across 2 adviser firms.
What exams has Holden Ziels passed?
Holden Ziels has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in August 2022.
Where is Holden Ziels based?
Holden Ziels’ registered office is in Southlake, TX.
Is Holden Ziels registered with FINRA?
No. Holden Ziels has no current broker registration.
Is Holden Ziels a CFP?
Prestige Wealth Management lists Holden Ziels with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Holden Ziels’ record?
Search CRD 7605188 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Holden Ziels’ full registration record.
