Matthew Wentworth Burleigh
Investment adviser representative at Prevail Innovative Wealth Advisors, LLC
10 yearsExperience
2 statesRegistered in
CFADesignation
$931.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Prevail Innovative Wealth Advisors, LLCDec 2024 to now
- Self-employedJul 2024 to Dec 2024
- UnemployedJul 2023 to Jul 2024
- Horizon Lihtc FundAug 2022 to Jul 2023
- UnemployedApr 2022 to Aug 2022
- Stonehawk Capital Advisors, LLCOct 2018 to Apr 2022
- Gearpwer Capital, LLCJul 2016 to Jul 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 2 states (KS, MO).
Prevail Innovative Wealth Advisors, LLC
$931.8MAssets managed
822Clients
30Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2266885
- Firm CRD
- 288641