Amy Marie Mutal

Prevail Wealth Management

14 Years of Experience

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Prevail Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

1 advisor

Number of Clients

240 clients

Average Client Portfolio

$894K average

Assets Under Management

$214.6M

Location

520 Kirkland Way, Ste 201, Kirkland, WA, 98033

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Amy is a Managing Partner at Prevail Wealth Management, LLC, focusing on investment advice and portfolio management. This role requires a full-time commitment.