Matthew James Pyle

Employer firm

Mission Wealth Management, LP CRD 113057

$17.0B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• FAMILY WEALTH MANAGEMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2025 → 09/2025
  Diversified Asset Management
  Boulder, CO
• 06/2022 → 07/2022
  Imredd
  Nice
• 08/2014 → 05/2019
  Boulder High School
  Boulder, CO
• 05/2016 → 07/2019
  Diversified Asset Management
  Boulder, CO
• 08/2019 → 08/2023
  University Of Utah
  Salt Lake City, UT
• 08/2023 → 03/2024
  University Of Southern California
  Los Angeles, CA
• 03/2024 → 05/2025
  Diversified Asset Management
  Boulder, CO
• 10/2025 → Present
  Mission Wealth Management, Lp
  Santa Barbara, CA

Previous Registrations

• 2025-07-31 → 2025-11-12
  Diversified Asset Management, Inc.
  Boulder, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-31

Other Names

• Matt Pyle