Matthew Joseph Dean
Investment adviser representative at Wealthcare Asset Management, LLC
12 yearsExperience
1 stateRegistered in
$210.8MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Wealthcare Asset Management, LLCSep 2024 to now
- American Tax Strategies, LLCMar 2023 to now
- Wealthcare CorporationJul 2022 to Sep 2024
- Full Time StudentSep 2014 to May 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (MO).
Wealthcare Asset Management, LLC
$210.8MAssets managed
603Clients
6Advisers
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
- 7980762
- Firm CRD
- 170382