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MATHIES FINANCIAL PARTNERS
Legal name: PRESTIGE WEALTH MANAGEMENT, LLC
CRD 150079File 801-136624
APPROVED
Retail clients
Disclosure events
Filing as of Jul 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$104.0M
Bottom 25% of cohort (national)
Discretionary AUM
$104.0M
Clients
324
803 accounts
Employees
4
Bottom 25% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jul 16, 2026
- Principal office
- 540 E. ABRIENDO AVENUE SUITE B, PUEBLO, CO, 81004
- Phone
- 719-434-3939
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $104.0M
- Discretionary AUM
- $104.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 803
- Non-discretionary accounts
- 0
- Total accounts
- 803
- AUM per client
- $321K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 26 | $42.9M |
| Individuals (other than high net worth individuals) | 298 | $61.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11D2
- Q11D4
- Q11D5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.