AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
Christopher Wrench

Christopher Wrench

MATTER FAMILY OFFICE
Raleigh, NC 27628
Some features on this profile are disabled
CRD#: 4818317
Christopher Wrench
Christopher WrenchMATTER FAMILY OFFICE

Professional summary

Christopher Wrench, CFP®, who also goes by Chris David Wrench, Chris Wrench, Christopher David Wrench, is a registered financial advisor currently at MATTER FAMILY OFFICE located in Raleigh, North Carolina.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Christopher has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

Chris David Wrench | Chris Wrench | Christopher David Wrench

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.
Board of Directors; WakeMed Foundation; Board member at large; 3000 New Bern Avenue, , raleigh, NC, 27610; Not Investment-Related; 12/08/2023; 1 to 9 hours per month; 1 to 9 during trading hours / Alice Aycock Poe Center for Health Education; At Large Member; 224 sunnybrook rd, , raleigh, NC, 27610; Not Investment-Related; 10/02/2023; 1 to 9 hours per month; 1 to 9 during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Wrench'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®
CFP®

Certified Financial Planner

Start date: 2008

Experience

Current

July 22, 2026 - Present

MATTER FAMILY OFFICE

Office #1: 2009 Fairview Road, Raleigh, NC 27628
RIA
CRD#: 106806
Raleigh, NC
Past

November 3, 2023 - June 10, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Dallas, TX
Past

November 3, 2023 - June 10, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Dallas, TX
Past

September 14, 2021 - November 3, 2023

COMERICA SECURITIES

RIA
CRD#: 17079
Raleigh, NC
Past

September 14, 2021 - November 3, 2023

COMERICA SECURITIES

BD
CRD#: 17079
AUBURN HILLS, MI
Past

July 31, 2018 - September 2, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
RALEIGH, NC
Past

June 5, 2018 - September 2, 2021

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
RALEIGH, NC
Past

August 22, 2005 - April 2, 2007

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
CHARLOTTE, NC
Past

August 17, 2004 - July 25, 2005

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA

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
North Carolina
(7/22/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/31/2018
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/21/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/5/2018
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/16/2004
Investment Company Products/Variable Contracts 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)
Loading...

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#: 106806Raleigh, NC 27628

TRUST BUT VERIFY

Monitor Christopher Wrench

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Daniel Brian Conklin
Daniel ConklinAdvisorCheck Check Mark
HUNTER STREET INVESTMENT ADVISORS LLC
IAR
APEX, NC
Daniel Scott Braddock
Daniel BraddockAdvisorCheck Check Mark
ALMEGA WEALTH MANAGEMENT
IAR
Raleigh, NC
LH
Laird HepburnAdvisorCheck Check Mark
BSG ADVISERS
IAR
APEX, NC
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.