Matthew
Schlossman
Aspyre Wealth Partners
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About this Advisor
Matthew Schlossman is a financial advisor working out of Manhattan, Kansas with 2 years of relevant experience. Schlossman is currently employed by Aspyre Wealth Partners. Throughout their career, Schlossman has worked at Aspyre Wealth Partners, Powercat Financial, Powercat Sports Grill, Eat Street, Kansas State University, Kansas Lottery and Shawnee County Parks & Rec. Schlossman maintains a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in Kansas. Aspyre Wealth Partners is an advisory company operating out of Overland Park, KS. It has a total of 14 employees. It has $468 million in assets among its 1,405 client accounts, placing it among the bigger financial advisory firms in the nation by assets under management. Of its 1,405 customer accounts, 57% belong to high-net-worth individuals who have at least $1 million in assets. The advisory firm has a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial advisory services largely depend on which service is offered. However, fee types billed by Aspyre Wealth Partners likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aspyre Wealth Partners Brokerage Details
$468,355,301
14
1,405
$333,349
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Matthew Schlossman Work History
Matthew has been registered as a financial advisor for 2 years.*
Aspyre Wealth Partners
Aspyre Wealth Partners
Powercat Financial
Powercat Sports Grill
Eat Street
Kansas State University
Kansas Lottery
Shawnee County Parks & Rec
*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 Schlossman 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 Aspyre Wealth Partners
Manhattan, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
Overland Park, KS
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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