Holly Christine Matus
Investment adviser representative at 44 Wealth Management LLC
11 yearsExperience
1 stateRegistered in
$487.4MFirm assets
6 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 assetsCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- 44 Wealth Management LLCAug 2020 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2015 to Aug 2020
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (OR).
44 Wealth Management LLC
$487.4MAssets managed
237Clients
4Advisers
6 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
- 6562076
- Firm CRD
- 309647