# Holden Ziels

> Holden Ziels is a fee-only financial advisor at Prestige Wealth Management in Southlake, Texas, who holds the CFP credential. Prestige Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/holden-ziels/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Prestige Wealth Management
- **Based in:** Southlake, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $148.4M across 881 accounts
- **Credentials:** CFP
- **CRD:** 7605188 (https://adviserinfo.sec.gov/individual/summary/7605188)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2022)
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.pwealthmgmt.com/

## Frequently asked questions

### Is Holden Ziels a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Holden holds no broker registration, and Prestige Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Holden charge for financial advice?

Holden's firm, Prestige Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Holden Ziels based?

Holden Ziels is based in Southlake, Texas.

### What credentials does Holden Ziels hold?

Holden Ziels holds the CFP credential.

### Is Holden Ziels registered with the SEC?

Yes. Holden Ziels is registered as an investment adviser representative in TX (CRD 7605188), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Prestige Wealth Management manage?

Prestige Wealth Management reports $148.4M across 881 accounts in assets under management.

### How do I contact Holden Ziels?

Through Holden's website, www.pwealthmgmt.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7605188): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.