Mathias Pryce Silberstein
Investment adviser representative at Mission Wealth Management, LP
10 yearsExperience
1 stateRegistered in
$17BFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
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.
- Mission Wealth Management, LPJan 2024 to now
- Lido Advisors, LLCFeb 2023 to Jan 2024
- Colorado Financial ManagementMay 2021 to Feb 2023
- University of Colorado At DenverJan 2021 to Jul 2023
- Cetera Investment Services LLCSep 2020 to May 2021
- Anb BankJan 2019 to May 2021
- Denver Community CollegeAug 2018 to Jan 2021
- Red Rocks CommunityJan 2018 to Aug 2018
- UnemployedAug 2017 to Jan 2018
- Ackerman Real EstateJan 2017 to Aug 2017
- UnemployedJun 2016 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CO).
Mission Wealth Management, LP
$17BAssets managed
5,341Clients
138Advisers
24 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
- 7170413
- Firm CRD
- 113057