PRESTIGE WEALTH MANAGEMENT, LLC
Doing business as MATHIES FINANCIAL PARTNERS. SEC Form ADV profile.
Total regulatory AUM
$103,963,088
Discretionary
$103,963,088
Non-discretionary
$0
Firm details
- CRD number
- 150079
- SEC file number
- 801-136624
- Main office
- PUEBLO, CO, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTPS://WWW.MATHIESFP.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.