Adviser Profile

As of Date 11/11/2023
Registration status Registration Changed to PRESCIENT WEALTH MANAGEMENT, INC.
Contact Info 631 xxxxxxx
Websites
AUM* 23,812,064
of that, discretionary 23,812,064
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 345,102
% High Net Worth 7.46%
SMA’s No
Private Funds 0

Adviser Type

- No longer eligible

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Insurance companies

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

27M 23M 19M 15M 12M 8M 4M
2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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