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Matthew Gary Vian

Northsight Wealth Management

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About Matthew Gary Vian

Matthew Vian is an investment advisor representative with Northsight Wealth Management. Matthew has been in the industry for 12 years and is registered in Arizona. Matthew is a Series 7 and 66 licensed advisor. He has a Series 65 license and a SIE. His previous employment was with Waddell & Reed. Matthew focuses on providing financial planning services, pension consulting, and portfolio management services for individuals. Northsight Wealth Management manages assets for high-net-worth individuals, individuals other than high-net-worth individuals, and charitable organizations.

Firm Information

Matthew Vian is currently registered with Northsight Wealth Management. Northsight Wealth Management is an investment advisor with approximately $43.9 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.

$43.86M

Assets Under Management

Not reported

Total Clients

2

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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other

Open retainer fee- advice pay

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Matthew Vian’s Registration & Firm History

AZ

08/02/2016 - Present

Northsight Wealth Management (SCOTTSDALE AZ)

AZ

07/15/2014 - 06/30/2016

WADDELL & REED (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 08/01/2016

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 08/25/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/30/2016

SIE - Securities Industry Essentials Examination

BC

Issued 07/14/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Gary Vian.
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