Matthew Wright
Investment adviser representative at Cahill Financial Advisors, Inc.
10 yearsExperience
2 statesRegistered in
CFADesignation
$1.8BFirm 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 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
- Seminars and workshops
Experience
10 years in the industry.
- Cahill Financial Advisors, Inc.Sep 2025 to now
- Unemployed / HiatusDec 2024 to Sep 2025
- Lpwm LLCJun 2024 to Dec 2024
- Avantax Planning Partners, Inc.Aug 2023 to May 2024
- Summit Wealth Advoctaes, LLCSep 2016 to Mar 2024
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
- Series 63 · Uniform Securities Agent State Law2009
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Cahill Financial Advisors, Inc.
$1.8BAssets managed
1,115Clients
12Advisers
43 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
- 4939680
- Firm CRD
- 109890