Prestige Wealth Management logo

Prestige Wealth Management

Updated today

Client assets under management

$148,381,816

Clients

297

7% high-net-worth

Advisors

5

of 9 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

59

Typical

Average account size

$499,602

About

Prestige Wealth Management serves individuals, high‑net‑worth clients, trusts, estates, charitable organizations and corporations with investment management, financial planning, retirement plan advisory and consulting services. The firm also offers tax planning and preparation through an affiliated entity, PWM Tax Group, LLC, and coordinates estate‑planning work using third‑party estate providers.

PWM provides discretionary portfolio management — overseeing approximately $148.4 million in discretionary assets as of December 31, 2025 — and implements diversified asset allocation across equities, ETFs, cash, alternative investments and mutual funds. The firm may engage third‑party Managers and model managers, uses platform services (including Pontera for held‑away retirement accounts), and delivers financial planning through an online portal with both stand‑alone and subscription options.

Noteworthy aspects disclosed in the brochure include PWM’s role as the sponsor and manager of a wrap fee program that absorbs transaction and certain custodial costs, and its participation in lead‑generation and marketing arrangements that provided transition assistance and other support from third parties such as AE Wealth Management and Advisors Excel. The firm’s materials also disclose the use of endorsements and advertising third‑party ratings, practices that are relatively uncommon among peer team firms.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Wealth management Retirement income strategy Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Financial planning fees range from $500 to $5,000 for stand-alone plans; estate planning coordination fees range from $250 to $1,500.

Percentage

Up to 2.50% annually (maximum, negotiable on client-by-client basis)

Commissions

Some firm representatives are licensed insurance agents and receive commissions for insurance-related products.

Project-based

$250/hour for financial planning services if agreement terminated before plan delivery.

Subscriptions

Ongoing subscription-based financial planning fees range from $100 to $600 monthly.

Main office location

Prestige Wealth Management

3120 Sabre Drive, Suite 160

Southlake TX 76092, United States

Number of offices

2

Most active in

California · Louisiana · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Holden Z

CFP®, Series 66

Southlake, TX

Prestige Wealth Management

Holden Ziels is a CFP® with three years of industry experience, currently serving as an advisor with Prestige Wealth Management. He previously worked at Goldman Sachs for four years. Outside of advisory services, he is involved in tax preparation through an affiliated entity and works part-time at a private social club in Dallas. Prestige Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations with investment management, financial planning, retirement plan advisory, and consulting services. The firm offers discretionary portfolio management employing diversified asset allocation and provides tax planning and preparation through an affiliated entity.

Wealth management Retirement income strategy Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)
user avatar

Andrew G

Series 66

Southlake, TX

Prestige Wealth Management

Andrew Gold is a financial advisor at Prestige Wealth Management in Southlake, TX, with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones, Securities America, Arbor Point Advisors, and Osaic Advisory Services. Gold also offers life insurance as an additional product option to clients. Prestige Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations with investment management, financial planning, retirement plan advisory, and consulting services. The firm provides discretionary portfolio management with diversified asset allocation and offers tax planning through an affiliated entity.

Wealth management Retirement income strategy Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)
user avatar

Landon M

Series 65

Southlake, TX

Prestige Wealth Management

Landon Mc Intyre is a financial advisor with Prestige Wealth Management in Southlake, TX. He holds a Series 65 credential and has been with Prestige since 2024, having previously worked at Northwestern Mutual. Outside of advisory work, he is also an insurance agent focusing on life and other insurance products. Prestige Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations with investment management, financial planning, retirement plan advisory, and consulting services. The firm offers discretionary portfolio management across various asset classes and provides tax planning and estate coordination through affiliated and third-party providers.

Wealth management Retirement income strategy Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)
user avatar

Sean C

Series 65

Fairfax Station, VA

Prestige Wealth Management

Sean Cullen is a financial advisor with Prestige Wealth Management in Fairfax Station, VA. He holds a Series 65 designation and has recently transitioned from a long career in the United States Air Force, where he has served for over two decades. Prestige Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations with investment management, financial planning, retirement plan advisory, and consulting services. The firm offers discretionary portfolio management across diverse asset classes and integrates tax planning and estate coordination through affiliated and third-party providers.

Wealth management Retirement income strategy Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)
user avatar

Brian D

CFP®, Series 63, Series 65

Southlake, TX

Prestige Wealth Management

Brian Drolet is a CFP® professional with 17 years of experience in the financial services industry. He is currently with Prestige Wealth Management in Southlake, TX, where he has been since 2025. His prior experience includes roles at Arbor Point Advisors, Securities America, and Kestra Financial. In addition to his advisory work, Drolet is also a licensed insurance agent. Prestige Wealth Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporations with investment management, financial planning, retirement plan advisory, and consulting services. The firm provides discretionary portfolio management utilizing diversified asset allocation and offers complementary tax planning and estate-planning coordination.

Wealth management Retirement income strategy Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")