Matthew Burleigh has been an investment adviser representative at Prevail Innovative Wealth Advisors since December 2024, and is not listed among the firm’s executive officers or direct owners.
Prevail Innovative Wealth Advisors, LLC is a Leawood, KS firm with $932M under management, 822 clients and 31 advisers across 3 offices, as of its September 2026 filing.
Matthew Burleigh is Senior Portfolio Manager at Prevail. He has over 25 years of experience in buy-side investment management, focusing on sectors significantly influenced by M&A cycles. His work covers financial modeling, valuation analysis and market forecasting, which he uses to assess investment opportunities and develop strategic growth plans.
- – present · 1 yearLeawood, KS · Adviser representative · Firm CRD 288641
Investment adviser representative registrations
Matthew Burleigh is registered as an investment adviser representative in 2 states. Each was approved in December 2024.
- KansasSince 4 December 2024
- MissouriSince 4 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 10 August 1993 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 August 1993 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Matthew Wentworth Burleigh
- CRD
- 2266885
- Firm
- Prevail Innovative Wealth Advisors · CRD 288641
- Office
- 4745 W. 136TH STREET, Leawood, KS 66224
- Registration
- Investment adviser registration
- In the industry since
- December 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- prevailiws.com
Where does Matthew Burleigh work?
Matthew Burleigh is an investment adviser representative registered through Prevail Innovative Wealth Advisors, LLC since December 2024, and is not listed among the firm’s executive officers or direct owners.
Is Matthew Burleigh a financial advisor?
Yes. Matthew Burleigh has a current investment-adviser registration in Kansas and Missouri, through Prevail Innovative Wealth Advisors since December 2024.
How many years of experience does Matthew Burleigh have?
Matthew Burleigh has 1 year in the financial industry, since December 2024, across 1 adviser firm.
What exams has Matthew Burleigh passed?
Matthew Burleigh has passed 2 licensing exams: the Series 63 and Series 6. The earliest, the Series 63, was passed in August 1993.
Where is Matthew Burleigh based?
Matthew Burleigh’s registered office is in Leawood, KS.
Is Matthew Burleigh registered with FINRA?
No. Matthew Burleigh has no current broker registration.
How can I verify Matthew Burleigh’s record?
Search CRD 2266885 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Burleigh’s full registration record.
