Matthew W. Romney
Professional summary
Matthew W Romney, CIMA®, who also goes by Matthew Wengren Rommey, Matt Romney, Matthew Wengren Romney, is a registered financial advisor currently at VITALITY CAPITAL MANAGEMENT, LLC located in South Jordan, Utah.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Matthew has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew W Romney's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 12, 2016 - Present
VITALITY CAPITAL MANAGEMENT, LLC
Office #1: 10808 S River Front Parkway Suite 329, South Jordan, UT 84095State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/4/2020)
(7/12/2016)
Current Firm
VITALITY CAPITAL MANAGEMENT, LLC
CRD#: 284276 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 734 |
| AUM (Assets Under Management) | $ 52,439,846 |
Red Flags
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