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Matthew Joseph Schwartz

GREAT WATERS WEALTH MANAGEMENT·SHOREVIEW, Minnesota
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4100 LEXINGTON AVE N, SHOREVIEW, MN 55126CRD# 5904956Firm CRD# 308215
01

About

Matthew Joseph Schwartz is a registered financial advisor based in SHOREVIEW, Minnesota, affiliated with GREAT WATERS WEALTH MANAGEMENT. 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
Nonprofits & Foundations
03

Firm Overview

Firm
GREAT WATERS WEALTH MANAGEMENT
GREAT WATERS FINANCIAL
AUM
$1.0B
Regulatory assets under management
Employees
42
Total firm employees
View all advisors at GREAT WATERS WEALTH MANAGEMENT →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5904956
Firm CRD# 308215
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Joseph Schwartz offer?
Matthew Joseph Schwartz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SHOREVIEW, Minnesota for a consultation.
What are Matthew Joseph Schwartz's credentials?
Matthew Joseph Schwartz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Joseph Schwartz located?
Matthew Joseph Schwartz is based in SHOREVIEW, Minnesota, working with GREAT WATERS WEALTH MANAGEMENT. Their office serves clients in the SHOREVIEW metropolitan area and surrounding communities.
How does Matthew Joseph Schwartz charge for services?
Matthew Joseph Schwartz'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 GREAT WATERS WEALTH MANAGEMENT?
GREAT WATERS WEALTH MANAGEMENT has approximately 42 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SHOREVIEW
Michael Joseph Palumbo — GREAT WATERS WEALTH MANAGEMENTJustin Raymond Halverson — GREAT WATERS WEALTH MANAGEMENTElijah Reed Kovar — GREAT WATERS WEALTH MANAGEMENTNicholas Christopher Benjamin Foulks — GREAT WATERS WEALTH MANAGEMENTMaya Ruth Arseneau — GREAT WATERS WEALTH MANAGEMENT
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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