Matthew Philip Leighton
Investment adviser representative at Superior Planning Wealth Management & Family Office
18 yearsExperience
1 stateRegistered in
$349.6MFirm assets
1 yearFirm in business
Are you Matthew Philip Leighton? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Superior Planning Wealth Management & Family OfficeJan 2025 to now
- Superior Planning, LLCAug 2024 to now
- Planmember Securities CorporationSep 2020 to now
- Superior Planning Financial Solutions Fka Calpro NetworkJan 2020 to now
- Mpl Ventures, LLCOct 2008 to now
- Bounce Composites, LLCJul 2017 to Oct 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Superior Planning Wealth Management & Family Office
Legal name: Superior Planning, LLC
$349.6MAssets managed
516Clients
13Advisers
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
- 7217717
- Firm CRD
- 130711