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Matthew Van Cook Wells

GREENBELT INVESTMENT ADVISORS, LLC·ROUND ROCK, Texas
Clean recordGREENBELT INVESTMENT ADVISORS, LLC
100 E MAIN STREET, ROUND ROCK, TX 78664CRD# 4505814Firm CRD# 155704

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Van Cook Wells · ROUND ROCK, TX
Registration
CRD #4505814 · GREENBELT INVESTMENT ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Matthew Van Cook Wells is a registered financial advisor based in ROUND ROCK, Texas, affiliated with GREENBELT INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
GREENBELT INVESTMENT ADVISORS, LLC
GREENBELT INVESTMENT ADVISORS, LLC
AUM
$135M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at GREENBELT INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4505814
Firm CRD# 155704
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Van Cook Wells offer?
Matthew Van Cook Wells specializes in Financial Planning, Investment Management. Contact their office in ROUND ROCK, Texas for a consultation.
What are Matthew Van Cook Wells's credentials?
Matthew Van Cook Wells is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Van Cook Wells located?
Matthew Van Cook Wells is based in ROUND ROCK, Texas, working with GREENBELT INVESTMENT ADVISORS, LLC. Their office serves clients in the ROUND ROCK metropolitan area and surrounding communities.
How does Matthew Van Cook Wells charge for services?
Matthew Van Cook Wells'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 GREENBELT INVESTMENT ADVISORS, LLC?
GREENBELT INVESTMENT ADVISORS, LLC has approximately 5 employees and manages $135M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GREENBELT INVESTMENT ADVISORS, LLC

Amanda Michele Christians
ROUND ROCK, TX

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