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Joshua Michael Materne

Ideology Wealth Advisors, LLC

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About Joshua Michael Materne

Joshua Michael Materne is an investment advisor representative and a registered investment advisor in Louisiana and Texas. Joshua has been in the financial services industry for several years and has a Series 65 license. Joshua works as an investment advisor representative at Ideology Wealth Advisors, LLC and is also the owner of Materne Wealth Strategies, LLC, both businesses are involved in insurance products and retirement planning.

Firm Information

Joshua Materne is currently registered with Ideology Wealth Advisors, LLC. Ideology Wealth Advisors, LLC is an investment advisor based in [Main Office Location]. They manage approximately $65.5 million in assets for 243 clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. The firm offers portfolio management services for individuals.

$65.50M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joshua Materne’s Registration & Firm History

TX

05/23/2018 - Present

Ideology Wealth Advisors, LLC (DALLAS TX)

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Licenses & Designations

IA

Issued 08/16/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua Michael Materne.
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