Matt Medeiros
Chief Executive Officer at Institute for Wealth Management LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Dewey M. Moore | M | 74 |
Institute for Wealth Holdings, Inc.
 Institute for Wealth Holdings, Inc. Investment ManagersFinance Institute for Wealth Holdings, Inc. operates a dual investment advisor platform to recruit and train associate investment advisers and investment advisory representatives. The company was founded by Dewey M. Moore, Jr. in 2008 and is headquartered in Dallas, TX. | 16 years |
| J. Timothy Brittan | M | 69 |
Institute for Wealth Holdings, Inc.
Institute for Wealth Holdings, Inc. Investment ManagersFinance Institute for Wealth Holdings, Inc. operates a dual investment advisor platform to recruit and train associate investment advisers and investment advisory representatives. The company was founded by Dewey M. Moore, Jr. in 2008 and is headquartered in Dallas, TX. | 8 years |
| Edward Allen | M | 76 |
Institute for Wealth Holdings, Inc.
Institute for Wealth Holdings, Inc. Investment ManagersFinance Institute for Wealth Holdings, Inc. operates a dual investment advisor platform to recruit and train associate investment advisers and investment advisory representatives. The company was founded by Dewey M. Moore, Jr. in 2008 and is headquartered in Dallas, TX. | 15 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Brian Matthew Rettig | M | - |
Institute for Wealth Management LLC
 Institute for Wealth Management LLC Investment ManagersFinance Institute for Wealth Management LLC (do-business-as The Institute) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2003 and is wholly owned by The Institute for Wealth Holdings, Inc. The Institute provides investment advice to individuals, trusts, estates, 401(k) plans, pension and profit-sharing plans, charitable organizations, corporations, state and municipal entities, and other business entities. The firm also provides sub-advisory services to unaffiliated investment advisers and serves as the investment adviser of Madison Park Harbor Fund LP. | 3 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 4 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Matt Medeiros
- Personal Network
