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Matthew Thomas Golba

SPWM ADVISORS LLC·TRAVERSE CITY, Michigan
Unclaimed Profile
134 W STATE STREET, TRAVERSE CITY, MI 49684CRD# 5575219Firm CRD# 328977
01

About

Matthew Thomas Golba is a registered financial advisor based in TRAVERSE CITY, Michigan, affiliated with SPWM ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SPWM ADVISORS LLC
STONEPATH WEALTH MANAGEMENT
AUM
$178M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at SPWM ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: CONSULTING FEES
Regulatory
SEC/IARD CRD# 5575219
Firm CRD# 328977
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Research
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