PPrivate Fund Data Log in Join · $37/mo

Matthew Joseph Schwartz

Advisor, Director Of Client ExperienceGreat Waters Wealth ManagementCRD 5904956

About Matthew Joseph Schwartz

Matthew Joseph Schwartz is listed as Advisor, Director Of Client Experience at Great Waters Wealth Management in Shoreview, MN. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Great Waters Wealth Management
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Matthew Joseph Schwartz work?

Matthew Joseph Schwartz is listed as Advisor, Director Of Client Experience at Great Waters Wealth Management on SEC Form ADV.

How much of Great Waters Wealth Management does Matthew Joseph Schwartz own?

Form ADV reports a beneficial ownership band of Under 5%.

Great Waters Wealth Management

TitleAdvisor, Director Of Client Experience
OwnershipUnder 5%
Control personYes
Since2023
View Great Waters Wealth Management →