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ADV FORM 2B - AMY MARIE MUTAL
Prevail Wealth Management (CRD 164532), brochure dated March 30, 2026. Text extracted from the firm's SEC Form ADV Part 2 brochure.
View firm on SEC ↗ · Current Form ADV (PDF) ↗
Form ADV Part 2B: Individual Disclosure Brochure
for
Amy Marie Mutal
Personal CRD Number: 4853983
Investment Adviser Representative
Item 1: Cover Page
Principal Business Office Address:
Prevail Wealth Management, LLC
520 Kirkland Way, Suite 201
Kirkland, Washington, 98033
Phone: 425.448.1818
Email: info@prevailwealth.com
Web: www.prevailwealth.com
This brochure supplement provides information about Amy Marie Mutal that supplements the Prevail
Wealth Management LLC brochure. You should have received a copy of that brochure. Please contact us at
425-448-1818 or via email to compliance@prevailwealth.com if you did not receive Prevail Wealth
Management LLC’s brochure or if you have any questions about the contents of this supplement.
Additional information about Amy Marie Mutal and Prevail Wealth Management, LLC is also available on
the SEC’s website at www.adviserinfo.sec.gov.
P r e v a i l W e a l t h M a n a g e m e n t , L L C
F o r m A D V P a r t 2 B - I n d i v i d u a l D i s c l o s u r e B r o c h u r e
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Item 2: Educational Background and Business Experience
Amy Marie Mutal
Born: 1970
Name:
Education Background and Professional Designations:
Amy Marie Mutal has earned and maintains the following designations:
• Accredited Wealth Management Advisor (AWMA®) though the College for Financial Planning
• Accredited investment Fiduciary (AIF®) through Fi360
Business Background:
05/2012 – Present
Principal and CCO, Prevail Wealth Management, LLC
08/2011 – 05/2012
Forming Prevail Wealth Management, LLC
09/2004 – 08/2011
Financial Advisor, Edward Jones
07/1990 – 06/2004
Divisional Supervisor, Jenny Craig
Item 3: Disciplinary Information
There are no legal or disciplinary events that are material to a client’s or prospective client’s evaluation of
this advisory business.
Item 4: Other Business Activities
Amy Marie Mutal is not engaged in any investment-related business or occupation (other than this advisory
firm).
Item 5: Additional Compensation
Other than salary, annual bonuses, or regular bonuses, Amy Marie Mutal does not receive any economic
benefit from any person, company, or organization, in exchange for providing clients advisory services
through Prevail Wealth Management, LLC.
Item 6: Supervision
Amy Mutal is a firm Principal and CCO and she therefore effectively supervises herself.
P r e v a i l W e a l t h M a n a g e m e n t , L L C
F o r m A D V P a r t 2 B - I n d i v i d u a l D i s c l o s u r e B r o c h u r e
!
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