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Matthew James Reghetti

AURUM WEALTH MANAGEMENT GROUP LLC·MAYFIELD VILLAGE, Ohio
SIE, Series 6, Series 65Clean record12 years registeredAURUM WEALTH MANAGEMENT GROUP LLC
6685 BETA DRIVE, MAYFIELD VILLAGE, OH 44143CRD# 5802305Firm CRD# 134628

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew James Reghetti · MAYFIELD VILLAGE, OH
Registration
CRD #5802305 · AURUM WEALTH MANAGEMENT GROUP LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
May 2025 – present
MARCUM WEALTH, LLC
Apr 2017 – May 2025
Akron, OH
WUNDERLICH SECURITIES, INC.
Dec 2013 – Apr 2017
AKRON, OH
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 65
Registration record
First registered · December 12, 2013
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MARCUM WEALTH, LLC
CRD 134628 · SEC 801-67563
AUM
$2.6B
Regulatory assets under management
Employees
40
6,904 client accounts
Services offered by MARCUM WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MARCUM WEALTH, LLC →
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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 at AURUM WEALTH MANAGEMENT GROUP LLC

Robert Ernest Coode
CLEVELAND, OH
Steven David Brett
CLEVELAND, OH
Perry Dennis Reghetti
CLEVELAND, OH
Peter Edward Hoffmann
CLEVELAND, OH
Chris Donald Bart
CLEVELAND, OH
Eric Norman Wulff
CLEVELAND, OH

More Advisors in MAYFIELD VILLAGE, Ohio

Wendy Lynn Eldridge
AURUM WEALTH MANAGEMENT GROUP LLC·MAYFIELD VILLAGE, OH

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