Matthew Oliver Ramer
Investment adviser representative at Mor Wealth Management, LLC
29 yearsExperience
2 statesRegistered in
$395.6MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
29 years in the industry.
- Mor Wealth Management, LLCOct 2013 to now
- Digilog SoundMar 1996 to now
- Commonwealth Financial NetworkNov 2013 to Jun 2025
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Mor Wealth Management, LLC
$395.6MAssets managed
152Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4005710
- Firm CRD
- 333022