Matthew Thomas Golba
Professional Summary
Matthew Thomas Golba, who also goes by Matt Thomas Golba, Matthew Golba, is a registered financial advisor currently at STONEPATH WEALTH MANAGEMENT located in Traverse City, Michigan. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Matthew has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Matt Thomas Golba, Matthew Golba
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Videos & Posts
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Contact Information
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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
18 years in the financial services industry
Current & Past Employments
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Current Firm
SPWM ADVISORS LLC | STONEPATH WEALTH MANAGEMENT LLC | STONEPATH WEALTH MANAGEMENT
Contact Information
Main Address
134 W State Street Suite 200, Traverse City, MI 49684Phone Number
(231) 668-6999# of Employees
13SEC notice filing (10 States and Territories)
Registered to provide investment advisory services in 10 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
608AUM (Assets Under Management)
$299,456,317Similar Advisors
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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.
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Primary Firm SEC Registration
SPWM ADVISORS LLC | STONEPATH WEALTH MANAGEMENT LLC | STONEPATH WEALTH MANAGEMENT
State Registrations and Notice Filings
(1/2/2024)
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 Thomas Golba's CRS (Customer Relationship Summary).
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