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Prentice Wealth Management, Llc

Prentice Wealth Management is a team of professionals focused on helping clients pursue goals through the financial planning process.

Financial Services
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Headquarters
Rochester, New York, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range
11 to 50Source: RevenueBaseRetrieved October 13, 2026
Founded
2008Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
122 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does Prentice Wealth Management, Llc do?

The firm retains a select group of advisors who counsel a limited number of clients. Securities are offered through LPL Financial, while advisory services are offered through Prentice Wealth Management, LLC, an SEC-registered investment adviser.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

What the business offers

Services & capabilities.

Financial planning

The team follows the financial planning process to support client goal attainment.

Source: LinkedIn company description · Retrieved October 13, 2026

Wealth management

The firm strives to provide clients with a tailored wealth management experience.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

Share your recognition

Embeddable award for your website

BADGE PREVIEWPrentice Wealth Management, Llc listed #3 on Asset consultants, September 20, 2026Open the published source list.
Prentice Wealth Management, Llc

#3 Asset consultants

Snapshot: September 20, 2026

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Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 3, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 4, 2026, September 13, 2026, September 15, 2026, September 16, 2026, September 18, 2026, September 19, 2026, September 20, 2026, September 21, 2026, September 25, 2026, September 26, 2026, September 27, 2026, September 28, 2026, September 29, 2026, September 30, 2026, October 10, 2026 and October 11, 2026. How the company lists are built.

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