13F-HR: Prestige Wealth Management Group LLC
| Field | Detail |
|---|---|
| Company | Prestige Wealth Management Group LLC |
| Form Type | 13F-HR |
| Filed Date | Aug 14, 2025 |
| Risk Level | low |
| Pages | 1 |
| Reading Time | 2 min |
| Sentiment | neutral |
Sentiment: neutral
Topics: 13f-hr
AI Summary
13F-HR filing by Prestige Wealth Management Group LLC.
Risk Assessment
Risk Level: low
FAQ
What type of filing is this?
This is a 13F-HR filing submitted by Prestige Wealth Management Group LLC to the SEC on Aug 14, 2025.
What is the risk level of this 13F-HR filing?
This filing has been assessed as low risk.
How long is this filing?
Prestige Wealth Management Group LLC's 13F-HR filing is 1 pages with approximately 414 words. Estimated reading time is 2 minutes.
Where can I view the full 13F-HR filing?
The complete filing is available on SEC EDGAR. You can also read the AI-decoded analysis with risk assessment and key highlights on ReadTheFiling.
Filing Stats: 414 words · 2 min read · ~1 pages · Grade level 10.8 · Accepted 2025-08-13 19:04:43
Filing Documents
- primary_doc.html (13F-HR)
- primary_doc.xml (13F-HR) — 3KB
- prestige2q25.html (INFORMATION TABLE)
- prestige2q25.xml (INFORMATION TABLE) — 691KB
- 0001772715-25-000006.txt ( ) — 695KB
From the Filing
SEC FORM 13F-HR The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE OMB APPROVAL OMB Number: 3235-0006 Estimated average burden hours per response: 23.8 Report for the Calendar Year or Quarter Ended: 06-30-2025 Check here if Amendment Amendment Number: This Amendment (Check only one.): is a restatement. adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Prestige Wealth Management Group LLC Address: 31 STATE ROUTE 12 FLEMINGTON , NJ 08822 Form 13F File Number: 028-19472 CRD Number (if applicable): 000127381 801-72627 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Nathaniel Hodgson Title: Senior Client Service and Compliance Associate Phone: 908-968-5909 Signature, Place, and Date of Signing: Nathaniel Hodgson Flemington , NJ 08-13-2025 [Signature] [City, State] [Date] Report Type (Check only one.): X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F Summary Page Report Summary: Number of Other Included Managers: 2 Form 13F Information Table Entry Total: 1,299 Form 13F Information Table Value Total: 490,731,418 (round to nearest dollar) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state “NONE” and omit the column headings and list entries.] No. Name Form 13F File No. CRD No. (if applicable) SEC File No. (if applicable) CIK 1 PARAMETRICA ASSET MANAGEMENT LTD. 000162995 802-75210 2 GOLDMAN SACHS ASSET MANAGEMENT/ 000283221 801-107633