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Matthew Glen Catlin

WEALTH ALLIANCE ADVISORY GROUP, LLC·WICHITA, Kansas
Clean recordWEALTH ALLIANCE ADVISORY GROUP, LLC
10585 E 21ST N, WICHITA, KS 67207CRD# 5332741Firm CRD# 290329

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Glen Catlin · WICHITA, KS
Registration
CRD #5332741 · WEALTH ALLIANCE ADVISORY GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Matthew Glen Catlin is a registered financial advisor based in WICHITA, Kansas, affiliated with WEALTH ALLIANCE ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
WEALTH ALLIANCE ADVISORY GROUP, LLC
WEALTH ALLIANCE ADVISORY GROUP, LLC
AUM
$647M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at WEALTH ALLIANCE ADVISORY GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5332741
Firm CRD# 290329
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Glen Catlin offer?
Matthew Glen Catlin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WICHITA, Kansas for a consultation.
What are Matthew Glen Catlin's credentials?
Matthew Glen Catlin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Glen Catlin located?
Matthew Glen Catlin is based in WICHITA, Kansas, working with WEALTH ALLIANCE ADVISORY GROUP, LLC. Their office serves clients in the WICHITA metropolitan area and surrounding communities.
How does Matthew Glen Catlin charge for services?
Matthew Glen Catlin'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 WEALTH ALLIANCE ADVISORY GROUP, LLC?
WEALTH ALLIANCE ADVISORY GROUP, LLC has approximately 8 employees and manages $647M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEALTH ALLIANCE ADVISORY GROUP, LLC

Gary Winfield Decker
WICHITA, KS

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