SourcingSourcing

PRESTIGE WEALTH SERVICES GROUP, INC.

B64
CRD 166641·SEC 801-77623·FLEMINGTON, NJ
AUM
$175.2M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$526K
@ 30% margin
Est. Deal Value
$4.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PRESTIGE WEALTH SERVICES GROUP, INC.
CRD
166641
SEC file #
801-77623
EIN
—
DBA names
The Pillar Strategies

Economics

AUM
$175.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$52.0M → $175.2M▲ +237%
Client mix
—

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
5 advisors → 3 advisors▼ -40%
Primary office
FLEMINGTON NJ
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/09/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WILLIAMS, ROY, EVANS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
WILLIAMS, ROY, EVANS
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
1161149
Trust Company Affiliate
No

People (4)

4
WILLIAMS, ROY, EVANS
IAR · Direct Owner · 87.5%
1161149
Paul Romano Esposito
IAR
4843860
Michael Louis Williams
IAR
7016872
JOHN C DEANGELO
IAR
3038418