Matthew E. Amsberry

HP WEALTH MANAGEMENT LLC

LARAMIE, WY 82072

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CRD#: 2895306

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 .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

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

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew E Amsberry's 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

April 2, 2024 - Present

HP WEALTH MANAGEMENT LLC

Office #1: 401 E. Fremont St., Laramie, WY 82072

RIA

CRD#: 330115

LARAMIE, WY

Past

July 29, 2010 - April 22, 2020

ADVISERS INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 112649

COLORADO SPRINGS, CO

Past

August 13, 2009 - July 16, 2010

AVANTAX ADVISORY SERVICES

RIA

CRD#: 104556

COLORADO SPRINGS, CO

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
(7/18/2024)

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

Current Firm

HP WEALTH MANAGEMENT LLC

HP WEALTH MANAGEMENT | HPWM | HP WEALTH MANAGEMENT LLC

CRD#: 330115 / SEC#:

Colorado

Registered Investment Advisory firm - (7/18/2024 Approved)

Wyoming

Registered Investment Advisory firm - (3/29/2024 Approved)

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Contact information

Main Address

401 E. Fremont St., Laramie, WY 82072

Mailing Address

Phone number

(307) 745-7241

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	8
AUM (Assets Under Management)	$ 7,754,734

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.

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Matthew E. Amsberry

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

HP WEALTH MANAGEMENT LLC

ADVISERS INVESTMENT MANAGEMENT, INC.

AVANTAX ADVISORY SERVICES

State Registrations and Notice Filings

Exams

Current Firm

HP WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HP WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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