Matthew
Chiappetta
Evexia Wealth, LLC
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About this Advisor
Matthew Chiappetta is a financial advisor who works in Stevens Point, Wisconsin. Chiappetta works at Evexia Wealth, LLC. The advisor has gained experience at Kauffman Engineering, Inc, Sentral Assemblies, LLC, Plante & Moran Pllc, Thrivent Investment Management Inc, Thrivent Financial For Lutherans, Thrivent Advisor Network, LLC and Evexia Wealth, LLC. Chiappetta has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Illinois. Evexia Wealth, LLC is a firm operating out of Stevens Point, WI. The investment advisory business has offices in five locations and a total of 19 advisors. It controls $192 million in assets under management between its 1,000 customer accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 1,000 customer accounts, 15% belong to high-net-worth clients who have greater than $1 million in investable assets. The business has a few services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees usually are based on which service is offered. However, fees billed by Evexia Wealth, LLC can consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Evexia Wealth, LLC Brokerage Details
$192,332,373
19
1,000
$192,332
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Matthew Chiappetta Work History
Matthew has been registered as a financial advisor for 0 years.*
Evexia Wealth, LLC
Thrivent Advisor Network, LLC
Thrivent Investment Management Inc
Thrivent Financial For Lutherans
Kauffman Engineering, Inc
Sentral Assemblies, LLC
Plante & Moran Pllc
*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 Chiappetta 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 Evexia Wealth, LLC
Oregon City, OR
Stevens Point, WI
Wilsonville, OR
Stevens Point, WI
Stevens Point, WI
Stevens Point, WI
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