Prestige Wealth Inc. (PWM) Financials
Newest figures come from the 6-K for Q2 FY2025, filed Sep 19, 2025. Each column of the statement tables below links to the filing it was taken from, and every filing is listed on the PWM SEC filings page.
Prestige Wealth Inc. (PWM) reported $640K in revenue for fiscal year 2024, up 83.6% from the prior fiscal year. This page shows its income statement, balance sheet, cash flow statement, and key financial ratios. View 4 years of annual fundamentals and quarterly data, with year-over-year growth rates and compound annual growth rates (CAGR). All figures are derived from SEC filings (10-K and 10-Q reports).
Prestige Wealth’s dominant mechanic is revenue volatility colliding with a rapidly expanding cost base and tighter funding.
Revenue recovered to$640K in FY2024, but the operating loss reached$7.0M ; the rebound was overwhelmed by operating costs rather than translated into earnings. Compared with FY2023, the balance-sheet posture tightened: current ratio fell to 1.1x while debt-to-equity rose to 1.1x, showing working-capital cushion and leverage changed together.
FY2024’s reported loss was
FY2024 financing cash flow supplied
Financial Health Signals
Prestige Wealth Inc. does not currently provide enough eligible data for a peer-relative financial health score, so none is published. The signals and metrics below are current.
Prestige Wealth Inc. passes 2 of 7 computable financial strength tests (2 of the nine could not be computed from available data). 1 of 4 profitability signals pass, no leverage/liquidity signals pass (rising debt, declining liquidity, or share dilution), both operating efficiency signals pass.
Prestige Wealth Inc. reported a net loss of $6.9M while operations used $1.7M of cash. With neither figure positive, the ratio between the two carries no quality signal.
Key Financial Metrics
Earnings & Revenue
None of these metrics is reported for Q2 2025.
Cash & Balance Sheet
Prestige Wealth Inc. held $7K in cash as of Q2 2025; long-term debt is not reported for that period.
Not reported for Q2 2025.
Not reported for Q2 2025.
Margins & Returns
None of these metrics is reported for Q2 2025.
Capital Allocation
None of these metrics is reported for Q2 2025.
PWM Income Statement
Figures in USD, abbreviated K (thousand), M (million), B (billion), T (trillion). Negative values carry a minus sign and red type. Each change compares the year with the year before it, and each quarter with the same quarter a year earlier.
Not reported in any period shown, so not listed: Revenue, Cost of Revenue, Gross Profit, R&D Expenses, SG&A Expenses, Operating Income, EBITDA, Interest Expense, Income Tax, Net Income, EPS (Basic), EPS (Diluted), Diluted Shares (Avg).
PWM Balance Sheet
Figures in USD, abbreviated K (thousand), M (million), B (billion), T (trillion). Negative values carry a minus sign and red type. Each change compares the year with the year before it, and each quarter with the same quarter a year earlier.
| Metric | Q2'256-K | Q4'246-K | Q4'23 | Q4'22 |
|---|---|---|---|---|
| Total Assets | $18.2M | $6.3M-7.8% | $6.9M+14.4% | $6.0M |
| Current Assets | N/A | $3.7M-44.4% | $6.7M+10.9% | $6.0M |
| Cash & Equivalents | $7K | $13K-96.9% | $431K+545.9% | $67K |
| Inventory | N/A | N/A | $26K | N/A |
| Accounts Receivable | $13K | $13K-95.3% | $273K-3.0% | $282K |
| Goodwill | $13.7M | N/A | N/A | N/A |
| Total Liabilities | $2.2M | $3.3M+382.6% | $681K+9.9% | $620K |
| Current Liabilities | N/A | $3.3M+532.0% | $520K-16.1% | $620K |
| Non-Current Liabilities | N/A | $0-100.0% | $161K | $0 |
| Total Equity | $15.9M | $3.0M-50.8% | $6.2M+15.0% | $5.4M |
| Retained Earnings | -$6.9M | -$3.2M-188.8% | $3.6M-22.1% | $4.7M |
Not reported in any period shown, so not listed: Short-Term Investments, Long-Term Investments, Long-Term Debt.
PWM Cash Flow Statement
Figures in USD, abbreviated K (thousand), M (million), B (billion), T (trillion). Negative values carry a minus sign and red type. Each change compares the year with the year before it, and each quarter with the same quarter a year earlier.
Not reported in any period shown, so not listed: Operating Cash Flow, Depreciation & Amortization, Stock-Based Compensation, Capital Expenditures, Free Cash Flow, Investing Cash Flow, Financing Cash Flow, Dividends Paid, Share Buybacks.
PWM Financial Ratios
Margins and returns are percentages; the remaining ratios are unitless multiples. Each change compares the year with the year before it, and each quarter with the same quarter a year earlier.
Not reported in any period shown, so not listed: Gross Margin, Operating Margin, Net Margin, Return on Equity, Return on Assets, Asset Turnover, FCF Margin.
Similar Companies
Newest fiscal year on record for each company. The health score is the peer-relative Financial Health Score for that year; a dash means no score is published for it.
| Company | Fiscal year | Revenue | Net income | Net margin | Market cap | Health score |
|---|---|---|---|---|---|---|
| Prestige Wealth Inc. PWM | FY2024 | $640K | -$6.9M | N/A | $17.4M | — |
| CaliberCos CWD | FY2025 | $20.1M | -$21.8M | N/A | $5.3M | 14/100 |
| Binah Capital BCG | FY2025 | $187.1M | $2.3M | 1.2% | $21.6M | 18/100 |
| Equus Total Return Inc EQS | FY2025 | N/A | -$14.2M | N/A | $14.1M | — |
Where Prestige Wealth Inc. Ranks
Frequently Asked Questions
What is Prestige Wealth Inc.'s annual revenue?
Prestige Wealth Inc. (PWM) reported $640K in total revenue for fiscal year 2024. This represents a 83.6% change compared to the previous fiscal year. Revenue measures the total income earned from the company's primary business operations before any expenses are deducted.
How fast is Prestige Wealth Inc.'s revenue growing?
Prestige Wealth Inc. (PWM) revenue grew by 83.6% year-over-year, from $349K to $640K in fiscal year 2024.
Is Prestige Wealth Inc. profitable?
No, Prestige Wealth Inc. (PWM) reported a net income of -$6.9M in fiscal year 2024.
What is Prestige Wealth Inc.'s return on equity (ROE)?
Prestige Wealth Inc. (PWM) has a return on equity of -226.1% for fiscal year 2024, measuring how efficiently the company generates profit from shareholder equity.
What is Prestige Wealth Inc.'s operating cash flow?
Prestige Wealth Inc. (PWM) recorded an outflow of $1.7M in operating cash flow during fiscal year 2024, representing cash used by core business activities.
What are Prestige Wealth Inc.'s total assets?
Prestige Wealth Inc. (PWM) had $6.3M in total assets as of fiscal year 2024, including both current and long-term assets.
What is Prestige Wealth Inc.'s current ratio?
Prestige Wealth Inc. (PWM) had a current ratio of 1.12 as of fiscal year 2024, which is considered adequate.
What is Prestige Wealth Inc.'s debt-to-equity ratio?
Prestige Wealth Inc. (PWM) had a debt-to-equity ratio of 1.08 as of fiscal year 2024, measuring the company's financial leverage by comparing total debt to shareholder equity.
What is Prestige Wealth Inc.'s return on assets (ROA)?
Prestige Wealth Inc. (PWM) had a return on assets of -108.7% for fiscal year 2024, measuring how efficiently the company uses its assets to generate profit.
What is Prestige Wealth Inc.'s Piotroski F-Score?
Prestige Wealth Inc. (PWM) has a Piotroski F-Score of 2 out of 7 computable signals; 2 of the nine could not be computed from available data, so the full-scale strength rating is not shown. The F-Score evaluates nine binary signals across profitability (positive ROA, positive cash flow, improving ROA, earnings quality), leverage (decreasing debt, improving liquidity, no share dilution), and operating efficiency (improving gross margin, improving asset turnover). Scores of 7 to 9 indicate strong and improving fundamentals. Learn more in our complete guide to financial health indicators.
Are Prestige Wealth Inc.'s earnings high quality?
Prestige Wealth Inc. (PWM) reported a net loss of $6.9M while operations used $1.7M of cash. With neither figure positive, the ratio between the two carries no quality signal. This ratio compares operating cash flow to net income. A ratio above 1.0x means the company generates more cash than its reported earnings, indicating sustainable, cash-backed profits. Ratios below 1.0x suggest earnings rely on accounting accruals rather than actual cash generation. Learn more in our complete guide to financial health indicators.