Amy Marie Mutal

Prevail Wealth Management

14 Years of Experience

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Firm Information

Prevail Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

1 advisor

Number of Clients

240 clients

Average Client Portfolio

$894K average

Assets Under Management

$214.6M

Fee Structure

This brochure supplement provides information about Amy Marie Mutal. Please refer to the Prevail Wealth Management LLC brochure for fee information.

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Advisor Information

Office location

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

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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.