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Matthew A Krueger

Investment adviser representative at Darwin Wealth Management
10 yearsExperience
1 stateRegistered in
$614.5MFirm assets
12 yearsFirm 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

10 years in the industry.

  1. Darwin Wealth Management, LLCOct 2020 to now
  2. James Alpha Advisors, LLCAug 2017 to Oct 2020
  3. Global Financial Private Capital, LLCNov 2016 to Jul 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2012

State registrations

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

Darwin Wealth Management

Legal name: Darwin Wealth Management, LLC

$614.5MAssets managed
835Clients
12Advisers
12 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
5691068
Firm CRD
166585
Advisor's SEC record (opens in a new tab)
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