Matthew H Tepoorten
Investment adviser representative at Wright Private Asset Management LLC
27 yearsExperience
2 statesRegistered in
$74.1MFirm assets
20 yearsFirm in business
Are you Matthew H Tepoorten? 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
27 years in the industry.
- Wright Private Asset Management LLCDec 2025 to now
- Charles Schwab BankFeb 2014 to Nov 2025
- Charles Schwab & Co., Inc.Nov 1999 to Nov 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (CO, CT).
Wright Private Asset Management LLC
$74.1MAssets managed
36Clients
3Advisers
20 yearsIn 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
- 4161780
- Firm CRD
- 139570