Unclaimed Profile

Matthew Thomas Golba

SPWM ADVISORS LLC·TRAVERSE CITY, Michigan

SIE, Series 7, Series 66Clean record17 years registeredSPWM ADVISORS LLC

134 W STATE STREET, TRAVERSE CITY, MI 49684CRD# 5575219Firm CRD# 328977

Profile Verification

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

Identity

Matthew Thomas Golba · TRAVERSE CITY, MI

Registration

CRD #5575219 · SPWM ADVISORS LLC · 17 years registered

Brand Profile

Not yet started

Career History

STONEPATH WEALTH MANAGEMENT

Jan 2024 – present

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Jan 2012 – Dec 2023

MILFORD, MI

EDWARD JONES

Oct 2008 – Jan 2012

HIGHLAND, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 17, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SPWM ADVISORS LLC

CRD 328977 · SEC 801-129202

AUM

$178M

Regulatory assets under management

Employees

965 client accounts

Services offered by SPWM ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SPWM ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Thomas Golba offer?

Matthew Thomas Golba specializes in Financial Planning, Investment Management. Contact their office in TRAVERSE CITY, Michigan for a consultation.

What are Matthew Thomas Golba's credentials?

Matthew Thomas Golba is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matthew Thomas Golba located?

Matthew Thomas Golba is based in TRAVERSE CITY, Michigan, working with SPWM ADVISORS LLC. Their office serves clients in the TRAVERSE CITY metropolitan area and surrounding communities.

How does Matthew Thomas Golba charge for services?

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

How large is SPWM ADVISORS LLC?

SPWM ADVISORS LLC has approximately 11 employees and manages $178M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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