Adviser Profile

As of Date 09/15/2026
Registration New York, Approved, 10/30/2023
Other registrations (6)
Former registrations

PRESCIENT WEALTH MANAGEMENT, INC.

Contact Info 631 xxxxxxx
Websites
AUM* 20,919,684 -5%
of that, discretionary 20,919,684 -5%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 312,234 16%
% High Net Worth 18.03% 14%
SMA’s No
Private Funds 0

Adviser Type

Client Types

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

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary