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
Private Funds
No private funds