Holden Ziels
Prestige Wealth Management · Southlake, Texas
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.
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Facts
| Firm | Prestige Wealth Management |
|---|---|
| Based in | Southlake, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $148.4M across 881 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 7605188 |
| Exams passed | Series 66 (2022) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.pwealthmgmt.com |
How Holden's firm compares
- Prestige Wealth Management's average account is about $168,000, from its Form ADV (assets managed divided by 881 accounts).
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Questions about Holden
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Southlake
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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