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President · Silver Birch Financial LLC

Matthew P. Wootten

CRD 4386014 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Silver Birch Financial LLC, an SEC-registered wealth manager with $399 million in regulatory assets, lists Matthew P. Wootten on its Form ADV as President, a control person. The SEC filings also name Matthew at 1 other registered adviser.

Firms and roles

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
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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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.