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Matthew Joseph Krauss

RGT WEALTH ADVISORS, LLC·DALLAS, Texas
12 years registeredRGT WEALTH ADVISORS, LLC
5950 SHERRY LANE, STE. 600, DALLAS, TX 75225CRD# 6171004Firm CRD# 104953

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Joseph Krauss · DALLAS, TX
Registration
CRD #6171004 · RGT WEALTH ADVISORS, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

CORIENT
Mar 2023 – present
RGT WEALTH ADVISORS
Mar 2014 – Mar 2023
DALLAS, TX
02

Registrations & Exams

Registration record
First registered · March 26, 2014
Years registered · 12
03

Disclosure History

2017Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

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

04

Firm Overview

Firm
RGT WEALTH ADVISORS, LLC
CRD 104953 · SEC 801-27090
AUM
$5.8B
Regulatory assets under management
Employees
68
4,575 client accounts
Services offered by RGT WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at RGT WEALTH ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Matthew Joseph Krauss offer?
Matthew Joseph Krauss specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in DALLAS, Texas for a consultation.
What are Matthew Joseph Krauss's credentials?
Matthew Joseph Krauss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Joseph Krauss located?
Matthew Joseph Krauss is based in DALLAS, Texas, working with RGT WEALTH ADVISORS, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Matthew Joseph Krauss charge for services?
Matthew Joseph Krauss's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RGT WEALTH ADVISORS, LLC?
RGT WEALTH ADVISORS, LLC has approximately 68 employees and manages $5.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at RGT WEALTH ADVISORS, LLC

Ashley Davis Blanchette
DALLAS, TX
Joanna Christine Jadlow
DALLAS, TX
Gregory Thomas Bone
DALLAS, TX
Adam Charles Goldenberg
DALLAS, TX
John Alexander Bricker
DALLAS, TX
James Spottswood Tardy
DALLAS, TX

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