Kevin L Matthews
Investment adviser representative at Wealth More Enterprise, Inc.
11 yearsExperience
1 stateRegistered in
$99.7KFirm assets
2 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Wealth More Enterprise, Inc.Nov 2025 to now
- Self-employedMay 2025 to now
- WillowtreeDec 2022 to Apr 2025
- NovozymesJan 2021 to Dec 2022
- Self-employedMar 2020 to Dec 2020
- Nyc Dept. of Consumer AffairsAug 2018 to Feb 2020
- CitigroupJan 2017 to Aug 2018
- Capital One LLCJun 2015 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2014
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
Wealth More Enterprise, Inc.
$99.7KAssets managed
89Clients
5Advisers
2 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
- 6351265
- Firm CRD
- 324763