Unclaimed Profile

Albert Chapel Matt

WEALTHTRUST AXIOM, LLC·WAYNE, Pennsylvania

Series 1, Series 3, Series 24, Series 63, Series 66Clean record23 years registeredWEALTHTRUST AXIOM, LLC

550 E SWEDESFORD RD, WAYNE, PA 19087CRD# 322994Firm CRD# 145186

Profile Verification

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

Identity

Albert Chapel Matt · WAYNE, PA

Registration

CRD #322994 · WEALTHTRUST AXIOM, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEALTHTRUST AXIOM, LLC

AXIOM ASSET MANAGEMENT

Dec 2007 – Mar 2026

WAYNE, PA

AXIOM ASSET MANAGEMENT, LLC

Jun 2003 – Dec 2007

RADNOR, PA

Registrations & Exams

FINRA examinations passed

Series 1

Series 3

Series 24

Series 63

Series 66

Registration record

First registered · June 2, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTHTRUST AXIOM, LLC

CRD 145186 · SEC 801-68405

AUM

$728M

Regulatory assets under management

Employees

612 client accounts

Services offered by WEALTHTRUST AXIOM, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

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 WEALTHTRUST AXIOM, LLC →

Introduction

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Frequently Asked Questions

What services does Albert Chapel Matt offer?

Albert Chapel Matt specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Albert Chapel Matt's credentials?

Albert Chapel Matt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Albert Chapel Matt located?

Albert Chapel Matt is based in WAYNE, Pennsylvania, last registered with WEALTHTRUST AXIOM, LLC.

How does Albert Chapel Matt charge for services?

Albert Chapel Matt's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTHTRUST AXIOM, LLC?

WEALTHTRUST AXIOM, LLC has approximately 5 employees and manages $728M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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