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Matthew Michael Liggett

Investment adviser representative at 15 Wealth Advisors LLC
17 yearsExperience
1 stateRegistered in
$481.5MFirm assets
Under 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

Experience

17 years in the industry.

  1. 15 Wealth Advisors LLCJul 2026 to now
  2. LPL FinancialJun 2025 to now
  3. Self-employedMar 2009 to Jun 2025

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (IL).

15 Wealth Advisors LLC

$481.5MAssets managed
687Clients
9Advisers
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
4562380
Firm CRD
337459
Advisor's SEC record (opens in a new tab)
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