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Matthew James Reghetti

AURUM WEALTH MANAGEMENT GROUP LLC·MAYFIELD VILLAGE, Ohio
Unclaimed Profile
6685 BETA DRIVE, MAYFIELD VILLAGE, OH 44143CRD# 5802305Firm CRD# 134628
01

About

Matthew James Reghetti is a registered financial advisor based in MAYFIELD VILLAGE, Ohio, affiliated with AURUM WEALTH MANAGEMENT GROUP LLC. 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
03

Firm Overview

Firm
MARCUM WEALTH, LLC
MARCUM WEALTH, LLC
AUM
$2.6B
Regulatory assets under management
Employees
40
Total firm employees
View all advisors at MARCUM WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5802305
Firm CRD# 134628
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew James Reghetti offer?
Matthew James Reghetti specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MAYFIELD VILLAGE, Ohio for a consultation.
What are Matthew James Reghetti's credentials?
Matthew James Reghetti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew James Reghetti located?
Matthew James Reghetti is based in MAYFIELD VILLAGE, Ohio, working with AURUM WEALTH MANAGEMENT GROUP LLC. Their office serves clients in the MAYFIELD VILLAGE metropolitan area and surrounding communities.
How does Matthew James Reghetti charge for services?
Matthew James Reghetti's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AURUM WEALTH MANAGEMENT GROUP LLC?
AURUM WEALTH MANAGEMENT GROUP LLC has approximately 40 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MAYFIELD VILLAGE
Gregory (nmn) Skoda — AURUM WEALTH MANAGEMENT GROUP LLCWendy Lynn Eldridge — AURUM WEALTH MANAGEMENT GROUP LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
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CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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