Cash
Matthews

Wealth Watch Advisors, Inc

CRD#1732507
Investment Advisor
in Jenks, OK

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About this Advisor

Cash Matthews is a financial advisor based in Jenks, Oklahoma, working with Wealth Watch Advisors, Inc. Cash has previously held positions at Solomon Group Financial Services, LLC and Wealth Watch Advisors. Cash has passed the Series 63 regulatory exam and is registered to provide services in Oklahoma and Texas. Currently, Cash is part of Wealth Watch Advisors, Inc, which operates out of Jenks, Oklahoma. The firm has 47 offices and 52 employees. The firm manages assets totaling $348.5 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Wealth Watch Advisors, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Jenks, OK

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Wealth Watch Advisors, Inc Brokerage Details

Total Assets Under Management

$348,457,887

OK Average: $2,349,664,866
Total Number of Employees

52

OK Average: 28
Total Number of Accounts

3,061

OK Average: 1,101
Average Account Size

$113,838

OK Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Cash Matthews Work History

2020 - Present (4 years)

Wealth Watch Advisors

2013 - Present (11 years)

Solomon Group Financial Services, LLC

Disclosures

Please visit the SEC profile of Cash Matthews 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 Wealth Watch Advisors, Inc

John Kamm
Englewoood, CO
Jason Madero
Boerne, TX
Benton Randle
Spicewood, TX
Steven Vrooman
Englewood, CO
Cash Matthews
Jenks, OK
Howard Heatherly
San Diego, CA
William Gastl
Englewood, CO
James Mc Kennon
Brookhaven, MS

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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