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MATHIES FINANCIAL PARTNERS
PRESTIGE WEALTH MANAGEMENT, LLC
CRD 150079 · SEC 801-136624
540 E. ABRIENDO AVENUE SUITE B, PUEBLO, CO, 81004, United States
Phone
719-434-3939
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$104.0M
Discretionary AUM
$104.0M
Team
4 total employees; 4 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-16
Disciplinary history
No
Services
Financial planningSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 298 | $61.1M |
| High net worth individuals | 26 | $42.9M |
All web addresses on file
Official SEC filing: View on IAPD