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CW

Charles A. Willhoit

MATTER FAMILY OFFICE
Denver, CO 80206
Some features on this profile are disabled
CRD#: 2773302
CW
Charles Alexander WillhoitMATTER FAMILY OFFICE

Professional summary

Charles Alexander Willhoit, who also goes by Charlie Willhoit, is a registered financial advisor currently at MATTER FAMILY OFFICE located in Denver, Colorado.

Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Charles has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Charlie Willhoit

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charles Alexander Willhoit's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 10, 2026 - Present

MATTER FAMILY OFFICE

Office #1: 255 Fillmore Street Suite 600, Denver, CO 80206
RIA
CRD#: 106806
Denver, CO
Past

September 2, 2005 - July 8, 2026

IWP WEALTH MANAGEMENT LLC

RIA
CRD#: 136314
Denver, CO
Past

October 26, 2004 - December 7, 2004

NEWBURY STREET CAPITAL LIMITED PARTNERSHIP

BD
CRD#: 32240
BOSTON, MA
Past

February 18, 2004 - December 7, 2004

BAINCO INTERNATIONAL INVESTORS LLC

RIA
CRD#: 106053
BOSTON, MA
Past

May 1, 2001 - October 2, 2001

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY
Past

September 4, 1996 - May 1, 2001

JPMSI

BD
CRD#: 15733
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MF
MATTER FAMILY OFFICE
FINANCIAL MANAGEMENT PARTNERS | MATTER, LLC | MATTER, INC. | MATTER FAMILY OFFICE | FINANCIAL MANAGEMENT PARTNERS CORPORATION

CRD#: 106806 / SEC#: 801-37738

RIA
Registered Investment Advisory firm - (12/14/1990 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Colorado
(7/10/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/1/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/25/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 9/3/1996
General Securities Representative Examination

Current Firm

MF
MATTER FAMILY OFFICE
FINANCIAL MANAGEMENT PARTNERS | MATTER, LLC | MATTER, INC. | MATTER FAMILY OFFICE | FINANCIAL MANAGEMENT PARTNERS CORPORATION

CRD#: 106806 / SEC#: 801-37738

RIA
Registered Investment Advisory firm - (12/14/1990 Approved)
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Contact information

Main Address
8001 Forsyth Blvd Suite 950, St Louis, MO 63105
Mailing Address
Phone number
(314) 862-5190
Established
Firm type
Fiscal year end
# of Employees
51

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025-10-29 MATTER FAMILY OFFICE ADV PART 2 FINAL (10/29/2025)

Regulatory assets under management

Total Number of Accounts2,603
AUM (Assets Under Management)$ 3,545,783,894

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/25/2025
Cover Page
Report
09/20/2024
Cover Page
Report
08/11/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MATTER FAMILY OFFICE

CRD#: 106806Denver, CO 80206

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