Christopher Wrench
Investment adviser representative at Matter Family Office
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.8BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Matter Family OfficeJul 2026 to now
- Matter LLCJun 2026 to now
- Ameriprise Financial Services, LLCNov 2023 to May 2026
- Comerica BankAug 2021 to Nov 2023
- Wells Fargo Clearing ServicesFeb 2018 to Aug 2021
- Wells Fargo BankAug 2015 to Aug 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (NC).
Matter Family Office
Legal name: Matter, LLC
$3.8BAssets managed
229Clients
43Advisers
35 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
- 4818317
- Firm CRD
- 106806