Landon McIntyre
Prestige Wealth Management · Southlake, Texas
Landon McIntyre is a fee-only financial advisor at Prestige Wealth Management in Southlake, Texas. 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 |
| SEC registration | Investment adviser representative in TX · CRD 7698146 |
| Exams passed | Series 65 (2024) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.pwealthmgmt.com |
How Landon'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 Landon
Is Landon McIntyre a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Landon 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 Landon charge for financial advice?
Landon's firm, Prestige Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Landon McIntyre based?
Landon McIntyre is based in Southlake, Texas.
Is Landon McIntyre registered with the SEC?
Yes. Landon McIntyre is registered as an investment adviser representative in TX (CRD 7698146), 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 Landon McIntyre?
Through Landon'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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