Matthew James Pyle
Investment adviser representative at Mission Wealth Management, LP
11 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
11 years in the industry.
- Mission Wealth Management, LPOct 2025 to now
- Diversified Asset ManagementJun 2025 to Sep 2025
- Diversified Asset ManagementMar 2024 to May 2025
- University of Southern CaliforniaAug 2023 to Mar 2024
- ImreddJun 2022 to Jul 2022
- University of UtahAug 2019 to Aug 2023
- Diversified Asset ManagementMay 2016 to Jul 2019
- Boulder High SchoolAug 2014 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8121667
- Firm CRD
- 113057