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MATHIES FINANCIAL PARTNERS

PUEBLO, CO · CRD 150079 · IAPD ↗ · mathiesfp.com · 719-434-3939

$104.0MRegulatory AUM
4Advisory reps
4Employees
0Clients
11-25Planning clients
0Private funds
3States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
August 2026 — MATHIES FINANCIAL PARTNERS (PUEBLO, CO) is newly SEC-registered with $104.0M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.