Investment adviser · CRD 160261
EAST END WEALTH MANAGEMENT
Investment adviser filing (IA)
PRESCIENT WEALTH MANAGEMENT, INC.
· Form ADV filed Oct 7, 2023
- Regulatory AUM
- $23.8M Form ADV · Item 5.F
- Client accounts
- 69 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 62 | $18,439,059 | 77.4% |
| High-net-worth individuals | 5 | $4,382,088 | 18.4% |
| Insurance companies | Fewer than 5 | $551,228 | 2.3% |
| Charities | Fewer than 5 | $439,689 | 1.8% |
Filing source
Form ADV 1792439 · Oct 7, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Oct 7, 2023. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
CRD 160261
Filing source
Form ADV 1792439 · Oct 7, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.