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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

THE PILLAR STRATEGIES

PRESTIGE WEALTH SERVICES GROUP, INC., CRD 166641

FLEMINGTON, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:92e4241b-de33-6d89-e862-18c7ed8de242

Data as of Mar 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 1
On other graphs: 0
Observed: Jan 31, 2013 to Mar 9, 2026
29 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $175MItem 5.F on the latest filing (2026-03-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $175M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $43.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 295
SEC number: 801-77623
CRD: 166641
Filings on the tape: 29
First filed: Jan 31, 2013
Latest filed: Mar 9, 2026
Organised: Corporation, DE

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
WILLIAMS, ROY, EVANS	PRINCIPAL, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND CHIEF INVESTMENT OFFICER	E	yes	11/2012	Jan 31, 2013	Nov 25, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PRESTIGE WEALTH MANAGEMENT GROUP, LLC	n/a	Independent wealth	$666M	N	yes	n/a
PRESTIGE WEALTH ACCOUNTING GROUP, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Califon	Nj	United States	3	no
Millburn	Nj	United States	3	no
n/a	n/a	n/a	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 9, 2026	$175M	$175M	4	3	3	n/a	n/a
2024	Mar 12, 2025	$151M	$151M	4	3	3	n/a	n/a
2023	Mar 20, 2024	$133M	$133M	4	3	3	n/a	n/a
2022	Mar 15, 2023	$92.7M	$92.7M	5	4	2	n/a	n/a
2021	Mar 22, 2022	$73.8M	$73.8M	5	5	2	n/a	n/a
2020	Mar 30, 2021	$55.5M	$55.5M	5	2	1	n/a	n/a
2019	Mar 30, 2020	$55.5M	$55.5M	5	5	1	n/a	n/a
2018	Mar 30, 2019	$52.0M	$52.0M	5	5	1	n/a	n/a
2017	Mar 24, 2018	$65.1M	$65.1M	4	4	0	n/a	n/a
2016	Mar 28, 2017	$60.0M	$60.0M	6	6	n/a	n/a	n/a
2015	Mar 2, 2016	$68.5M	$68.5M	3	3	n/a	n/a	n/a
2014	Mar 30, 2015	$158M	$158M	3	3	n/a	n/a	n/a
2013	Feb 22, 2014	n/a	n/a	5	4	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$175M	$151M	16.4%	$92.7M	23.6%	4	4	3	3

Relationships

Affiliated with (2)

← PRESTIGE WEALTH MANAGEMENT GROUP, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ PRESTIGE WEALTH MANAGEMENT GROUP, LLCRegistered adviserother investment adviser, common control
factForm ADV

Registered with (8)

← ROY EVANS WILLIAMSAdvisorregistration: current employment
Jan 2, 2025 to presentfactForm ADV
← Michael Louis WilliamsAdvisorregistration: current employment
Dec 12, 2018 to presentfactForm ADV
← Paul Romano EspositoAdvisorregistration: current employment
Apr 24, 2018 to presentfactForm ADV
← JOHN C DEANGELOAdvisorregistration: current employment
Jan 31, 2017 to presentfactForm ADV
← KEVIN MARK MEANSAdvisorregistration: previous registration
Nov 2, 2016 to Dec 6, 2017factForm ADV
← JEFFREY WILBUR HILLIARDAdvisorregistration: previous registration
Mar 27, 2017 to Sep 21, 2017factForm ADV
← STEVEN EDWARD LINDENAdvisorregistration: previous registration
Mar 19, 2013 to Sep 26, 2014factForm ADV
← MICHAEL JOHN WHITTEMOREAdvisorregistration: previous registration
Jun 21, 2013 to Jul 24, 2014factForm ADV

Controls (1)

← WILLIAMS, ROY, EVANSOwnerPRINCIPAL, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND CHIEF INVESTMENT OFFICER, ownership code E, individual
Jan 31, 2013 to Nov 25, 2024factForm ADV

Dated events

Occurred
Jan 31, 2013
First Form ADV filing
Prestige Wealth Management Services, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:92e4241b-de33-6d89-e862-18c7ed8de242
First observed: Jan 31, 2013
Last observed: Mar 9, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

THE PILLAR STRATEGIES

PRESTIGE WEALTH SERVICES GROUP, INC., CRD 166641

FLEMINGTON, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:92e4241b-de33-6d89-e862-18c7ed8de242

Data as of Mar 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:53 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WILLIAMS, ROY, EVANS

PRINCIPAL, PRESIDENT, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND CHIEF INVESTMENT OFFICER

yes

11/2012

Jan 31, 2013

Nov 25, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PRESTIGE WEALTH MANAGEMENT GROUP, LLC

n/a

Independent wealth

$666M

yes

n/a

PRESTIGE WEALTH ACCOUNTING GROUP, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Califon

United States

Millburn

United States

n/a

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 9, 2026

$175M

n/a

2024

Mar 12, 2025

$151M

n/a

2023

Mar 20, 2024

$133M

n/a

2022

Mar 15, 2023

$92.7M

n/a

2021

Mar 22, 2022

$73.8M

n/a

2020

Mar 30, 2021

$55.5M

n/a

2019

Mar 30, 2020

$55.5M

n/a

2018

Mar 30, 2019

$52.0M

n/a

2017

Mar 24, 2018

$65.1M

n/a

2016

Mar 28, 2017

$60.0M

n/a

2015

Mar 2, 2016

$68.5M

n/a

2014

Mar 30, 2015

$158M

n/a

2013

Feb 22, 2014

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$175M

$151M

16.4%

$92.7M

23.6%