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Chief Compliance Officer · Eads & Heald Wealth Management

Matthew S. Eads

CRD 4769512 · Named on Form ADV at one SEC-registered adviser

At a glance

Eads & Heald Wealth Management, an SEC-registered wealth manager based in Atlanta, GA with $240 million in regulatory assets, lists Matthew S. Eads on its Form ADV as Chief Compliance Officer.

Firms and roles

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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
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

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.