Matthew Joseph Wells
Investment adviser representative at Mai Capital Management, LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$52.1BFirm assets
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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 feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Mai Capital Management, LLCMay 2026 to now
- PNC BankFeb 2025 to May 2026
- First Horizon AdvisorsApr 2022 to Jan 2025
- Pruco Securities LLCApr 2021 to Apr 2022
- The Prudential Insurance Company of AmericaApr 2021 to Apr 2022
- Transform Wealth, LLC F.K.A. Carnick & Kubik Group, LLCJul 2019 to Apr 2021
- UnemployedFeb 2019 to Jul 2019
- Mercer Global Advisors, Inc.Aug 2016 to Jan 2019
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2005
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Mai Capital Management, LLC
$52.1BAssets managed
16,261Clients
306Advisers
26 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
- 4373724
- Firm CRD
- 109807