Matthew Bret Silvey
Investment adviser representative at Texas Family Wealth, LLC
11 yearsExperience
1 stateRegistered in
$257MFirm assets
3 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
- Pension consulting
Experience
11 years in the industry.
- Texas Family Wealth, LLCMar 2025 to now
- YmcaSep 2024 to Mar 2025
- UnemployedJun 2024 to Aug 2024
- Sunny's Pizza and WingsSep 2022 to Sep 2023
- Clay & CompanyJun 2022 to Aug 2022
- Texas State UniversityAug 2020 to May 2024
- HebJan 2019 to Dec 2019
- StudentMar 2015 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Texas Family Wealth, LLC
$257MAssets managed
1,072Clients
3Advisers
3 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
- 8066120
- Firm CRD
- 327332