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Matthew David Sauer

DION MONEY MANAGEMENT LLC·WILLIAMSTOWN, Massachusetts
Series 65Clean record21 years registeredDION MONEY MANAGEMENT LLC
25 MAIN STREET, WILLIAMSTOWN, MA 01267CRD# 4956859Firm CRD# 145331

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew David Sauer · WILLIAMSTOWN, MA
Registration
CRD #4956859 · DION MONEY MANAGEMENT LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

MDS WEALTH ADVISORS, LLC
Feb 2015 – present
ATLAS PRIVATE WEALTH MANAGEMENT, LLC
Oct 2007 – Jun 2014
WILLIAMSTOWN, MA
DION MONEY MANAGEMENT INC
May 2005 – Oct 2007
WILLIAMSTOWN, MA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 25, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ATLAS PRIVATE WEALTH MANAGEMENT, LLC
CRD 145331 · SEC 801-68444
AUM
$1.3B
Regulatory assets under management
Employees
20
3,633 client accounts
Services offered by ATLAS PRIVATE WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at ATLAS PRIVATE WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Matthew David Sauer offer?
Matthew David Sauer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILLIAMSTOWN, Massachusetts for a consultation.
What are Matthew David Sauer's credentials?
Matthew David Sauer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew David Sauer located?
Matthew David Sauer is based in WILLIAMSTOWN, Massachusetts, working with DION MONEY MANAGEMENT LLC. Their office serves clients in the WILLIAMSTOWN metropolitan area and surrounding communities.
How does Matthew David Sauer charge for services?
Matthew David Sauer'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 DION MONEY MANAGEMENT LLC?
DION MONEY MANAGEMENT LLC has approximately 20 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at DION MONEY MANAGEMENT LLC

Toby Arthur Potterton
ALBANY, NY
Brendan Thomas Walsh
ALBANY, NY
Kristen Therese O'brien
ALBANY, NY
Sarah Lynn Rapke
ALBANY, NY
John C Ogle
ALBANY, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
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Research
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