Matthew Phillip Waldman
Investment adviser representative at Divvi Wealth Management
22 yearsExperience
3 statesRegistered in
$127.4MFirm assets
1 yearFirm in business
Are you Matthew Phillip Waldman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
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
22 years in the industry.
- Divvi Wealth Management LLCJan 2022 to now
- Colligo Group LLCOct 2021 to Mar 2026
- Waddell & Reed, Inc.Jan 2017 to Aug 2021
- Ivy Distributors, Inc.Jan 2013 to Jan 2017
- Waddell & Reed, Inc.Aug 2004 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (KS, MO, TX).
Divvi Wealth Management
Legal name: Divvi Wealth Management LLC
$127.4MAssets managed
197Clients
4Advisers
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
- 4095426
- Firm CRD
- 318241