Unclaimed Profile

Matthew Kyle Sims

49 WEALTH MANAGEMENT, LLC·AUSTIN, Texas

SIE, Series 7, Series 24, Series 66Clean record21 years registered49 WEALTH MANAGEMENT, LLC

916 S CAPITAL OF TEXAS HIGHWAY, AUSTIN, TX 78746CRD# 4913495Firm CRD# 319484

Profile Verification

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

Identity

Matthew Kyle Sims · AUSTIN, TX

Registration

CRD #4913495 · 49 WEALTH MANAGEMENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

49 FINANCIAL

Jan 2023 – present

THRIVENT ADVISOR NETWORK, LLC

Jun 2020 – Dec 2022

Dallas, TX

PKS ADVISORY SERVICES, LLC

Dec 2019 – Jul 2020

ALBANY, NY

AXA ADVISORS, LLC

Jun 2005 – Oct 2019

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · June 13, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

49 WEALTH MANAGEMENT, LLC

CRD 319484 · SEC 801-123687

AUM

$566M

Regulatory assets under management

Employees

103

3,364 client accounts

Services offered by 49 WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at 49 WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Matthew Kyle Sims offer?

Matthew Kyle Sims specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.

What are Matthew Kyle Sims's credentials?

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

Where is Matthew Kyle Sims located?

Matthew Kyle Sims is based in AUSTIN, Texas, working with 49 WEALTH MANAGEMENT, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.

How does Matthew Kyle Sims charge for services?

Matthew Kyle Sims's firm is compensated through percentage of aum, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 49 WEALTH MANAGEMENT, LLC?

49 WEALTH MANAGEMENT, LLC has approximately 103 employees and manages $566M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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