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Matthew Van Cook Wells

GREENBELT INVESTMENT ADVISORS, LLC·ROUND ROCK, Texas
Unclaimed Profile
100 E MAIN STREET, ROUND ROCK, TX 78664CRD# 4505814Firm CRD# 155704
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
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
No disclosures on file
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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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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