# PRESTIGE WEALTH MANAGEMENT, LLC

PRESTIGE WEALTH MANAGEMENT, LLC of PUEBLO, CO is an SEC-registered investment adviser.

## Registration

- CRD: 150079
- Type: SEC-registered investment adviser
- SEC file number: 801-136624
- Location: 540 E. ABRIENDO AVENUE SUITE B, PUEBLO, CO, 81004
- Phone: 719-434-3939
- Latest filing: 2026-07-16
- Regulatory AUM: $104.0M
- Discretionary AUM: $104.0M
- Clients: 4
- Accounts: 803

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, Charities, Corporations

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Jeffrey D Mathies | CEO/CCO | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150079/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150079/similar
- Related entities: https://search.stillhousedata.com/firm/150079/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150079

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.