PWM
Prestige Wealth Inc.
0.63$
+1.6%
vs. previous close
Closing price · As of: Aug 13, 2026
Statements
Balance Sheet
All figures as a percentage of total assets in the same period.
Tick rows to compare them in a chart (up to 4)
| Line item | Q4 21 | Q1 22 | Q2 22 | Q3 22 | Q1 23 | Q3 23 | Q4 23 | Q1 24 | Q3 24 | Q4 24 | Q1 25 | Q2 25 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| – | 100.0% | – | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | 100.0% | |
| – | 68.3% | – | 66.7% | 99.5% | 96.9% | 96.9% | 98.3% | 58.4% | 58.4% | 58.4% | 4.3% | |
| – | 1.8% | – | 1.1% | 8.0% | 6.3% | 6.3% | 4.4% | 0.2% | 0.2% | 0.2% | 0.0% | |
| – | 1.8% | – | 1.1% | 8.0% | – | 6.3% | 4.4% | – | 0.2% | 0.2% | 0.0% | |
| – | 60.2% | – | 58.8% | 40.4% | 4.0% | 83.7% | 5.9% | 0.2% | 12.8% | 12.8% | 4.2% | |
| – | – | – | 6.5% | – | – | 2.9% | – | – | – | – | – | |
| – | – | – | – | – | – | – | – | – | – | 216.1% | 75.3% | |
| – | – | – | – | – | – | – | – | – | – | 8.1% | 2.8% | |
| – | 8.1% | – | 10.3% | 5.3% | 9.9% | 9.9% | 14.5% | 51.9% | 51.9% | 51.9% | 12.1% | |
| – | 7.7% | – | 10.0% | 5.0% | 7.6% | 7.6% | 13.7% | 51.9% | 51.9% | 51.9% | 12.1% | |
| – | – | – | – | 0.2% | – | 3.2% | 4.0% | – | 3.2% | 2.9% | – | |
| – | 91.9% | – | 89.7% | 94.7% | 90.1% | 90.1% | 85.5% | 48.1% | 48.1% | 48.1% | 87.9% | |
| – | 80.0% | – | 78.0% | 82.9% | 53.1% | 53.1% | 47.3% | -51.1% | -51.1% | -51.1% | -37.8% | |
| – | – | – | 150.1% | 151.6% | 133.3% | – | 137.8% | 228.6% | 162.2% | 162.2% | 158.0% |
Data as of: August 13, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.