Member, Chief Compliance Officer, Chief Investment Officer · Wealth Alliance Advisory Group, LLC
Matthew G. Catlin
CRD 5332741 · Named on Form ADV at one SEC-registered adviser
At a glance
Wealth Alliance Advisory Group, LLC, an SEC-registered wealth manager based in Wichita, KS with $979 million in regulatory assets, lists Matthew G. Catlin on its Form ADV as Member, Chief Compliance Officer, Chief Investment Officer, a control person.
Firms and roles
- Wealth Alliance Advisory Group, LLCMember, Chief Compliance Officer, Chief Investment OfficerWealth manager · Wichita, KS · $979M in regulatory assets
AtlasMembers
Matthew’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Gary W. DeckerManaging Member and Chief Executive Officer, Wealth Alliance Advisory Group, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.