Matthew F. Wilk

CLEAR WAVE WEALTH MANAGEMENT

RED BANK, NJ 07701

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CRD#: 5011737

Professional summary

Matthew Frank Wilk, CFP® is a registered financial advisor currently at CLEAR WAVE WEALTH MANAGEMENT, LLC located in Red Bank, New Jersey.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Matthew has worked at 5 firms and has passed the Series 66 and Series 7 exams.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Frank Wilk'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: 2007

Experience

Current

November 17, 2025 - Present

CLEAR WAVE WEALTH MANAGEMENT, LLC

Office #1: 331 Newman Springs Road Building 3 2nd Floor Suite 320, Red Bank, NJ, 07701

RIA

CRD#: 338582

RED BANK, NJ

Past

January 30, 2012 - November 19, 2025

BLACK CORAL FINANCIAL ADVISORS, LLC

RIA

CRD#: 154623

MOUNT OLIVE, NJ

Past

July 13, 2007 - November 22, 2011

THE MDE GROUP, INC.

RIA

CRD#: 107718

MORRISTOWN, NJ

Past

June 21, 2006 - June 22, 2007

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA

CRD#: 106693

PARSIPPANY, NJ

Past

December 9, 2005 - June 22, 2007

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

PARSIPPANY, NJ

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

New Jersey
(11/21/2025)

IAR

Texas
(11/17/2025)

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

IAR

Series 66

Date: 5/11/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 12/8/2005

General Securities Representative Examination

Current Firm

CLEAR WAVE WEALTH MANAGEMENT, LLC

CRD#: 338582 / SEC#: 801-134561

RIA

Registered Investment Advisory firm - (11/13/2025 120-Day Approval)

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Contact information

Main Address

331 Newman Springs Road Building 3 2nd Floor Suite 320, Red Bank, NJ, 07701

Mailing Address

Phone number

(862) 200-9438

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CLEAR WAVE WEALTH MANAGEMENT ADV PART 2 (9/15/2025)

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 F. Wilk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Frank Wilk's CRS (Customer Relationship Summary).

Certified licenses

Experience

CLEAR WAVE WEALTH MANAGEMENT, LLC

BLACK CORAL FINANCIAL ADVISORS, LLC

THE MDE GROUP, INC.

GOLDMAN SACHS WEALTH SERVICES, L.P.

MERCER ALLIED COMPANY, L.P.

State Registrations and Notice Filings

Exams

Series 66

Date: 5/11/2006

Series 7

Date: 12/8/2005

Current Firm

CLEAR WAVE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

CLEAR WAVE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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