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Matthew Robert Vorst

Sirius Wealth Management Strategies, LLC

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About Matthew Robert Vorst

Matthew Vorst is a registered investment advisor representative with Sirius Wealth Management Strategies, LLC. Matthew has been in the industry since April 2002 and has experience working with high net worth individuals and other individuals. Matthew is currently registered with the state of Texas. Sirius Wealth Management Strategies, LLC provides financial planning and portfolio management services to individuals. They are a fee-based advisory firm with a focus on helping clients meet their financial goals.

Firm Information

Matthew Vorst is currently registered with Sirius Wealth Management Strategies, LLC. Sirius Wealth Management Strategies, LLC is an investment advisor registered with the SEC. The firm has one investment advisor representative and manages approximately $82.13 million in assets for 201 clients. The firm provides financial planning and portfolio management services to individuals, including high-net-worth individuals.

$82.13M

Assets Under Management

Not reported

Total Clients

1

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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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Matthew Vorst’s Registration & Firm History

TX

09/25/2023 - Present

Sirius Wealth Management Strategies, LLC (MAGNOLIA TX)

CA

04/16/2002 - 05/17/2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN JOSE CA)

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Licenses & Designations

BOTH

Issued 05/10/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/15/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Robert Vorst.
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