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Matthew Phillip Waldman

Divvi Wealth Management

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About Matthew Phillip Waldman

Matthew Phillip Waldman is a financial advisor with Divvi Wealth Management, with a focus on financial planning and portfolio management. Matthew Waldman is licensed and registered in Kansas, Missouri, and Texas.

Firm Information

Matthew Waldman is currently registered with Divvi Wealth Management. Divvi Wealth Management is a financial advisory firm with approximately $64.85 million in regulatory assets under management. The firm provides financial planning, pension consulting, selection of other advisers, and portfolio management for individuals and businesses. Divvi Wealth Management serves high-net-worth individuals, corporations, and individuals other than high-net-worth clients.

$64.85M

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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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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selection of other advisors

Helps you choose top advisors aligned with your 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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other

Selection of other advisors fees

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Matthew Waldman’s Registration & Firm History

MO

06/06/2022 - Present

Divvi Wealth Management (Kansas City MO)

KS

09/01/2004 - 08/23/2021

WADDELL & REED (OVERLAND PARK KS)

KS

09/01/2004 - 01/13/2017

IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)

FL

04/07/2000 - 08/17/2004

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BOTH

Issued 11/23/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/06/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/26/2024

Series 24 - General Securities Principal Examination

BC

Issued 03/26/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/06/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Phillip Waldman.
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