Unclaimed Profile

Matthew Roy Stahl

FIAT WEALTH MANAGEMENT LLC·WAYZATA, Minnesota

SIE, Series 7, Series 6617 years registeredFIAT WEALTH MANAGEMENT LLC

1905 WAYZATA BLVD, WAYZATA, MN 55391CRD# 4997592Firm CRD# 318201

Profile Verification

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

Identity

Matthew Roy Stahl · WAYZATA, MN

Registration

CRD #4997592 · FIAT WEALTH MANAGEMENT LLC · 17 years registered

Brand Profile

Not yet started

Career History

LIV WEALTH MANAGEMENT

Jan 2025 – present

FIAT WEALTH MANAGEMENT

Feb 2022 – Feb 2024

WAYZATA, MN

FOUNDATIONS INVESTMENT ADVISORS LLC

Jul 2020 – Jun 2022

WAYZATA, MN

CAPITAL ASSET ADVISORY SERVICES, LLC

Apr 2018 – Jul 2020

WAYZATA, MN

WOODBURY FINANCIAL SERVICES, INC.

Jan 2014 – Apr 2018

WOODBURY, MN

AMERIPRISE FINANCIAL SERVICES, INC.

Apr 2009 – Jul 2009

EDINA, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · April 30, 2009

Years registered · 17

Disclosure History

2022Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FIAT WEALTH MANAGEMENT LLC

CRD 318201 · SEC 801-123255

AUM

$255M

Regulatory assets under management

Employees

1,680 client accounts

Services offered by FIAT WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FIAT WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Roy Stahl offer?

Matthew Roy Stahl specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WAYZATA, Minnesota for a consultation.

What are Matthew Roy Stahl's credentials?

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

Where is Matthew Roy Stahl located?

Matthew Roy Stahl is based in WAYZATA, Minnesota, working with FIAT WEALTH MANAGEMENT LLC. Their office serves clients in the WAYZATA metropolitan area and surrounding communities.

How does Matthew Roy Stahl charge for services?

Matthew Roy Stahl'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 FIAT WEALTH MANAGEMENT LLC?

FIAT WEALTH MANAGEMENT LLC has approximately 16 employees and manages $255M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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