Unclaimed Profile

Matthew Alois Reiter

WPWEALTH LLP·FORT WORTH, Texas

Series 65Clean record17 years registeredWPWEALTH LLP

640 TAYLOR STREET, SUITE 2200, FORT WORTH, TX 76102CRD# 5553051Firm CRD# 145467

Profile Verification

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

Identity

Matthew Alois Reiter · FORT WORTH, TX

Registration

CRD #5553051 · WPWEALTH LLP · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WPWEALTH LLP

WPWEALTH LLP

Aug 2008 – Apr 2024

FORT WORTH, TX

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 25, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WPWEALTH LLP

CRD 145467 · SEC 801-68528

AUM

$873M

Regulatory assets under management

Employees

2,307 client accounts

Services offered by WPWEALTH LLP

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WPWEALTH LLP →

Introduction

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Frequently Asked Questions

What services does Matthew Alois Reiter offer?

Matthew Alois Reiter specializes in Financial Planning, Investment Management.

What are Matthew Alois Reiter's credentials?

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

Where is Matthew Alois Reiter located?

Matthew Alois Reiter is based in FORT WORTH, Texas, last registered with WPWEALTH LLP.

How does Matthew Alois Reiter charge for services?

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

How large is WPWEALTH LLP?

WPWEALTH LLP has approximately 12 employees and manages $873M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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