Prestige Wealth Management Group Revenue

Financial Services • Flemington, New Jersey, United States • 11-20 Employees

Prestige Wealth Management Group revenue & valuation

Annual revenue	$3,000,000
Revenue per employee	$231,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$9,600,000
Total funding	No funding

Key Contacts at Prestige Wealth Management Group

Roy Williams

Owner

Jeffrey Spivack

Director Of Financial Planning

John Deangelo

Managing Director And Wealth Advisor

Michael Williams

Managing Director

Company overview

Headquarters	31 State Route 12, Flemington, NJ 08822, US
Phone number	+19084501495
Website	prestigewmg.com
NAICS	52
Keywords	Risk Management, Tax Planning, Retirement Planning, Investment Management, Family Wealth Planning
Founded	1994
Employees	11-20
Socials

Prestige Wealth Management Group Email Formats

Prestige Wealth Management Group uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@prestigewmg.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@prestigewmg.com	100%

About Prestige Wealth Management Group

Prestige Wealth Management Group, a family-owned financial services firm, has operations in Flemington and Millburn, NJ. We serves clients who are executives, business owners, physicians, retires, pre-retirees and their families. At Prestige we are committed to helping our clients prepare for their investing, accounting, tax and estate planning needs, all under one roof. We have stood for strength, stability and transparency for more than 25 years. Securities offered through Triad Advisors. Member FINRA/SIPC. Advisory services offered through Prestige Wealth Management Group, LLC. Triad Advisors and Prestige Wealth Management Group, LLC are not affiliated. For full disclosures, please visit our website.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Manager

C-Suite

Director

Employees by Department

Prestige Wealth Management Group has 3 employees across 2 departments.

Departments

Number of employees

Funding Data

Prestige Wealth Management Group has never raised funding before.

Prestige Wealth Management Group Tech Stack

Discover the technologies and tools that power Prestige Wealth Management Group's digital infrastructure, from frameworks to analytics platforms.

BDOW

Marketing automation

Node.js

Programming languages

Hotjar

Analytics

Google Maps

Maps

Express

Web frameworks

Microsoft 365

Salesforce Marketing Cloud Account Engagement

Marketing automation

jQuery

JavaScript libraries

Calendly

Appointment scheduling

Google Analytics

Analytics

YouTube

Video players

Google Hosted Libraries

CDN

Frequently asked questions

Prestige Wealth Management Group is located in Flemington, New Jersey, US.

You can reach Prestige Wealth Management Group at +19084501495.

Prestige Wealth Management Group generates an estimated annual revenue of $3,000,000. This revenue figure reflects the company's market position and business performance in its industry.

Prestige Wealth Management Group has an estimated valuation of $9,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Prestige Wealth Management Group was founded in 1994, making it 32 years old. The company has established itself as a significant player in its industry over this time.

Prestige Wealth Management Group has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.