Matthew C. Litzler

PACIFIC PORTFOLIO CONSULTING

SEATTLE, WA 98004

Some features on this profile are disabled

CRD#: 4852851

Professional summary

Matthew Curtis Litzler, CFP®, who also goes by Matt Litzler, is a registered financial advisor currently at PACIFIC PORTFOLIO CONSULTING, LLC located in Seattle, Washington and WAVERLY ADVISORS, LLC located in Seattle, Washington.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Matthew has worked at 7 firms and has passed the Series 63, Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matt Litzler

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 Matthew Curtis Litzler'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: 2014

Experience

Current

November 4, 2020 - Present

PACIFIC PORTFOLIO CONSULTING, LLC

Office #1: 701 5th Ave, Ste 6850, Seattle, WA 98004

RIA

CRD#: 139505

SEATTLE, WA

Current

October 23, 2025 - Present

WAVERLY ADVISORS, LLC

Office #1: 450 Alaskan Way S Suite 500, Seattle, WA 98104

RIA

CRD#: 115332

SEATTLE, WA

Past

January 30, 2014 - March 23, 2020

LNW

RIA

CRD#: 113400

SEATTLE, WA

Past

June 14, 2013 - January 27, 2014

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SEATTLE, WA

Past

February 20, 2009 - July 26, 2012

MARINER WEALTH ADVISORS

RIA

CRD#: 107355

TULSA, OK

Past

January 1, 2008 - January 16, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

TULSA, OK

Past

January 1, 2008 - January 16, 2009

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

TULSA, OK

Past

June 9, 2006 - January 1, 2008

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

TULSA, OK

Past

June 7, 2006 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

TULSA, OK

Past

September 27, 2005 - May 8, 2006

ARVEST WEALTH MANAGEMENT

CRD#: 42057

BARTLESVILLE, OK

Past

November 29, 2004 - May 8, 2006

ARVEST WEALTH MANAGEMENT

RIA

CRD#: 42057

BARTLESVILLE, OK

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".

WAVERLY ADVISORS, LLC

CRD#: 115332 / SEC#: 801-60741

RIA

Registered Investment Advisory firm - (11/30/2001 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

Alaska
(11/4/2020)

IAR

California
(11/4/2020)

IAR

Washington
(11/4/2020)

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

State Security Law Exam

Series 63

Date: 7/12/2013

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 11/19/2004

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 6/13/2013

General Securities Representative Examination

Current Firm

WAVERLY ADVISORS, LLC

CRD#: 115332 / SEC#: 801-60741

RIA

Registered Investment Advisory firm - (11/30/2001 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

600 University Park Place Suite 501, Birmingham, AL 35209

Mailing Address

Phone number

(205) 871-3334

Established

Firm type

Fiscal year end

# of Employees

371

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WAVERLY - ADV PART 2A BROCHURE (11/21/2025)

Regulatory assets under management

Total Number of Accounts	34,313
AUM (Assets Under Management)	$ 28,263,743,199

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
02/27/2025	Cover Page	Report
02/16/2024	Cover Page	Report
06/15/2023	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.

Similar Advisors

Dale Miller

MORGAN STANLEY

IAR

Moscow, ID

Alyssa Jarman

OSAIC WEALTH, INC.

IAR

Bellevue, WA

Gregg Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Redmond, WA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Matthew C. Litzler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Curtis Litzler's CRS (Customer Relationship Summary).

Certified licenses

Experience

WAVERLY ADVISORS, LLC

LNW

WELLS FARGO CLEARING SERVICES, LLC

MARINER WEALTH ADVISORS

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

ARVEST WEALTH MANAGEMENT

ARVEST WEALTH MANAGEMENT

Primary Firm SEC Registration

WAVERLY ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/12/2013

Series 65

Date: 11/19/2004

Series 7

Date: 6/13/2013

Current Firm

WAVERLY ADVISORS, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

WAVERLY ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors