Unclaimed Profile

Matthew J Carvalho

CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC·IRVINE, California

SIE, Series 7, Series 63CFP CFAClean record14 years registeredCARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC

19200 VON KARMAN AVENUE,, IRVINE, CA 92612CRD# 4669730Firm CRD# 316266

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matthew J Carvalho · IRVINE, CA

Registration

CRD #4669730 · CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

CARDINAL POINT WEALTH MANAGEMENT

Jul 2018 – present

CARDINAL POINT WEALTH MANAGEMENT

Nov 2021 – Oct 2022

Irvine, CA

CARDINAL POINT WEALTH MANAGEMENT, LLC

May 2018 – Nov 2021

Irvine, CA

LWI FINANCIAL INC.

Mar 2012 – Apr 2018

SAN JOSE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · March 9, 2012

Years registered · 14

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC

CRD 316266 · SEC 801-122341

AUM

$642M

Regulatory assets under management

Employees

802 client accounts

Services offered by CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew J Carvalho offer?

Matthew J Carvalho specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in IRVINE, California for a consultation.

What are Matthew J Carvalho's credentials?

Matthew J Carvalho holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Matthew J Carvalho located?

Matthew J Carvalho is based in IRVINE, California, working with CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC. Their office serves clients in the IRVINE metropolitan area and surrounding communities.

How does Matthew J Carvalho charge for services?

Matthew J Carvalho's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC?

CARDINAL POINT WEALTH MANAGEMENT PARTNERS, LLC has approximately 27 employees and manages $642M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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