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MA

Matthew E Amsberry

HP WEALTH MANAGEMENT
LARAMIE, WY
·CRD# 2895306·13 years experience

Professional Summary

Matthew E Amsberry is a registered financial advisor currently at HP WEALTH MANAGEMENT LLC located in Laramie, Wyoming. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Matthew has worked at 3 firms.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

13 years in the financial services industry

Current & Past Employments

HP WEALTH MANAGEMENT LLC·CRD# 330115
RIA
401 E. Fremont St., Laramie, WY 82072
April 2, 2024 - Present
ADVISERS INVESTMENT MANAGEMENT, INC.·CRD# 112649
RIA
Colorado Springs, CO
July 29, 2010 - April 22, 2020
AVANTAX ADVISORY SERVICES·CRD# 104556
RIA
Colorado Springs, CO
August 13, 2009 - July 16, 2010

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Current Firm

HW
HP WEALTH MANAGEMENT LLC

HP WEALTH MANAGEMENT | HPWM | HP WEALTH MANAGEMENT LLC

CRD#: 330115
Colorado
Registered Investment Advisory firm - Colorado (7/18/2024 Approved)
Texas
Registered Investment Advisory firm - Texas (12/31/2025 Conditional Restricted)
Wyoming
Registered Investment Advisory firm - Wyoming (3/29/2024 Approved)

Contact Information

Main Address

401 E. Fremont St., Laramie, WY 82072

Phone Number

(307) 745-7241

# of Employees

3

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

17

AUM (Assets Under Management)

$17,788,042

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

HighPoint CPAs, Certified Public Accountant (CPA) and Chief Investment Officer, TAX PREPARATION/ACCOUNTING, 02/2024 - Present, 175HRS~150HRS, Accountant & CIO

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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.
IAR
Colorado
(7/18/2024)
IAR
Texas
(1/13/2026)
IAR
Wyoming
(4/2/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

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CRS (Client Relationship Summary) - RIA

Click below to view Matthew E Amsberry's CRS (Customer Relationship Summary).

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MA
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