Chief Compliance Officer · Private Wealth Asset Management
Matthew P. Murray
CRD 6006996 · Named on Form ADV at 5 SEC-registered advisers
At a glance
Private Wealth Asset Management, an SEC-registered wealth manager based in Omaha, NE with $2.5 billion in regulatory assets, lists Matthew P. Murray on its Form ADV as Chief Compliance Officer. The SEC filings also name Matthew at 4 other registered advisers.
Firms and roles
- Private Wealth Asset ManagementChief Compliance OfficerWealth manager · Omaha, NE · $2.5B in regulatory assets
- Fidelis CapitalChief Compliance OfficerWealth manager · Tampa, FL · $2.3B in regulatory assets
- Citymark Capital Management Company LLCChief Compliance OfficerPrivate fund adviser · Cleveland, OH · $583M in regulatory assets
- Jet Wealth AdvisorsChief Compliance OfficerWealth manager · La Jolla, CA · $547M in regulatory assets
- Expressive Wealth LLCChief Compliance OfficerWealth manager · Chicago, IL · $165M 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 each firm
- 5 firmsLocked
- Control-person status
- Locked
- 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 (9)
- Kimberly L. CappellanoChief Executive Officer, Private Wealth Asset Management
- Brett W. HalleyChief Investment Officer, Private Wealth Asset Management
- WENDY M. BrekkenPresident, Private Wealth Asset Management
- Richard F SimonettiChief Executive Officer, Fidelis Capital
- Matthew H. EllisManager, Fidelis Capital
4 more people named with Matthew on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething 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.