Holden Ziels
Investment adviser representative at Prestige Wealth Management
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$148.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Prestige Wealth ManagementJan 2026 to now
- Goldman SachsJul 2022 to Jan 2026
- Post Grad/pre EmploymentMay 2022 to Jul 2022
- The Grove HotelFeb 2022 to May 2022
- Warm Springs Golf CourseAug 2021 to May 2022
- Sherwin-williamsMay 2021 to Aug 2021
- Warm Springs Golf CourseJul 2020 to May 2021
- Self Employed PaintingMar 2020 to Jul 2020
- Boise State Call CenterAug 2019 to Mar 2020
- Twin City PaintingMay 2019 to Jul 2019
- The Melting PotOct 2018 to May 2019
- Began CollegeAug 2018 to Sep 2018
- Pumpkin Ridge Golf ClubApr 2018 to Aug 2018
- Nanny for NeighborSep 2017 to May 2018
- Villa Sport Athletic ClubApr 2017 to Aug 2017
- High SchoolAug 2016 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (TX).
Prestige Wealth Management
Legal name: Prestige Wealth Management, Inc.
$148.4MAssets managed
297Clients
5Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7605188
- Firm CRD
- 336264