Cash
Matthews
Wealth Watch Advisors, LLC
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About this Advisor
Cash Matthews is a financial advisor working out of Jenks, Oklahoma with 3 years of industry experience. Matthews currently works for Wealth Watch Advisors, LLC. Matthews has gained experience at Solomon Group Financial Services, LLC and Wealth Watch Advisors. Matthews has a Series 63 license, which qualifies them as a securities agent, and is registered to advise clients in Oklahoma and Texas. Wealth Watch Advisors, LLC is an advisory business that has its headquarters in Englewood, CO. The company has offices in 47 locations and a total of 50 financial advisors. It administers $234 million in total assets across its 2,500 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 2,500 accounts, 18% belong to high-net-worth individuals who have greater than $1 million in assets. The firm performs a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors largely depend on which service is provided. However, fee types billed by Wealth Watch Advisors, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Watch Advisors, LLC Brokerage Details
$234,203,049
50
2,500
$93,681
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Cash Matthews Work History
Cash has been registered as a financial advisor for 3 years.*
Wealth Watch Advisors
Solomon Group Financial Services, LLC
*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 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, LLC
Jenks, OK
Yukon, OK
Washington, MI
Colorado Springs, CO
Comer, GA
Englewoood, CO
Chandler, AZ
San Antonio, TX
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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