Matthew John Richardson
Investment adviser representative at Calculated Wealth
19 yearsExperience
1 stateRegistered in
$200.8MFirm assets
1 yearFirm 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
Experience
19 years in the industry.
- Calculated WealthNov 2024 to now
- Stillpoint CapitalJun 2017 to now
- Manley Deas Kochalski LLCApr 2007 to Oct 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (WI).
Calculated Wealth
Legal name: Calculated Wealth LLC
$200.8MAssets managed
194Clients
4Advisers
1 yearIn 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
- 6821747
- Firm CRD
- 318985