# Amy Mutal

> Amy Mutal is a fee-only financial advisor at Prevail Wealth Management in Kirkland, Washington. Prevail Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/amy-mutal/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Prevail Wealth Management
- **Based in:** Kirkland, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $260.8M across 746 accounts
- **CRD:** 4853983 (https://adviserinfo.sec.gov/individual/summary/4853983)
- **SEC registration:** Investment adviser representative in AZ, TX, WA
- **Exams passed:** Series 63 (2004), Series 66 (2008)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.prevailwealth.com

## Frequently asked questions

### Is Amy Mutal a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Amy holds no broker registration, and Prevail Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Amy charge for financial advice?

Amy's firm, Prevail Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Amy Mutal based?

Amy Mutal is based in Kirkland, Washington.

### Is Amy Mutal registered with the SEC?

Yes. Amy Mutal is registered as an investment adviser representative in AZ, TX and WA (CRD 4853983), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Prevail Wealth Management manage?

Prevail Wealth Management reports $260.8M across 746 accounts in assets under management.

### How do I contact Amy Mutal?

Through Amy's website, www.prevailwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4853983): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.