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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Prestige Wealth Management Group have?","answer":"Prestige Wealth Management Group has 5 investment adviser representatives registered with state securities authorities, out of 13 employees, and 4 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Prestige Wealth Management Group invest in?","answer":"At the end of its last fiscal year, Prestige Wealth Management Group’s separately managed accounts held 57% exchange-traded equities, 36% registered funds (mutual funds, ETFs, BDCs), 3% U.S. government and agency bonds, 3% cash and equivalents and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Prestige Wealth Management Group?","answer":"Prestige Wealth Management Group’s direct owner is Roy Williams (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 10 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Prestige Wealth Management Group get paid?","answer":"Prestige Wealth Management Group is paid through a percentage of assets under management, hourly charges and fixed fees. 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