Matthew Logan Dailey
Investment adviser representative at Imprint Wealth LLC
7 yearsExperience
5 statesRegistered in
$131.6MFirm assets
4 yearsFirm in business
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Contact this firm
From SEC records
Firm's SEC record (opens in a new tab)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
Experience
7 years in the industry.
- Imprint Wealth LLCMay 2023 to now
- Cornerstone Wealth GroupMar 2023 to May 2023
- UnemployedJul 2022 to Mar 2023
- Brentwood Union School DistrictJul 2016 to Jul 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 5 states (CA, GA, NY, SC, TX).
Imprint Wealth LLC
$131.6MAssets managed
77Clients
2Advisers
4 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
- 8235479
- Firm CRD
- 322130