Kyle Matthew Tweet
Investment adviser representative at Tweet Management Services, Inc.
15 yearsExperience
1 stateRegistered in
ChFC®Designation
$120.5MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Tweet Management Services, Inc.Feb 2011 to now
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (CA).
Tweet Management Services, Inc.
$120.5MAssets managed
168Clients
1Advisers
Under 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
- 4420042
- Firm CRD
- 156730