Matthew
Lengel
Vista Private Wealth Partners LLC
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About this Advisor
Matthew Lengel is a certified financial planner who works out of Denver, Colorado with a total of 3 years of industry experience. Lengel is currently employed by Vista Private Wealth Partners LLC. Throughout their career, Lengel has worked at M&T Bank, Student, M&T Securities, Lpl Financial, LLC, Private Advisor Group, LLC, Kathmere Capital Management and Vista Private Wealth Partners LLC. Lengel has a Series 63 license, designating them as a securities broker, and is able to work in Colorado. Vista Private Wealth Partners LLC is a firm that has its headquarters in Denver, CO. It handles $447 million in assets across its 490 client accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 490 accounts, 36% belong to high-net-worth investors who have at least $1 million in investable assets. The firm performs a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees largely depend on the services offered. Fees charged by Vista Private Wealth Partners LLC can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vista Private Wealth Partners LLC Brokerage Details
$447,066,561
13
490
$912,381
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Matthew Lengel Work History
Matthew has been registered as a financial advisor for 3 years.*
Vista Private Wealth Partners LLC
Kathmere Capital Management
Private Advisor Group, LLC
Lpl Financial, LLC
M&T Securities
M&T Bank
Student
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Lengel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Vista Private Wealth Partners LLC
Denver, CO
Englewood, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
