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Matthew Penick

Wealthfront Advisers LLC

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About Matthew Penick

Matthew Penick is a financial advisor registered with the state of California and Wealthfront Advisers LLC. Matthew has been in the financial industry for a few years. Matthew has passed the Series 66, Series 7TO and SIE exams. Matthew specializes in portfolio management for both individuals and businesses.

Firm Information

Matthew Penick is currently registered with Wealthfront Advisers LLC. Wealthfront Advisers LLC is a Registered Investment Adviser based in Palo Alto, California. The firm manages approximately $35.9 billion in assets for over 536,000 clients. They offer portfolio management services for individuals and businesses, and participate in wrap fee programs. Wealthfront Advisers LLC primarily serves high-net-worth individuals, individuals other than high-net-worth, corporations, and charitable organizations.
Wealthfront Advisers LLC

261 HAMILTON AVE.

PALO ALTO, CA 94301

$35.92B

Assets Under Management

Not reported

Total Clients

27

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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

Revenue share with affiliate - bd

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Matthew Penick’s Registration & Firm History

CA

05/11/2022 - Present

Wealthfront Advisers LLC (PALO ALTO CA)

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Licenses & Designations

BOTH

Issued 05/10/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/24/2022

Series 7TO - General Securities Representative Examination

BC

Issued 02/18/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Penick.
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