JM
Joshua M. Materne
IDEOLOGY WEALTH ADVISORS
Dallas, TX 75206
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CRD#: 6923830
JM
Professional summary
Joshua Michael Materne is a registered financial advisor currently at IDEOLOGY WEALTH ADVISORS, LLC located in Dallas, Texas.
Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Joshua has worked at 1 firm and has passed the Series 65 exam.
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.
I am the Owner and President at Ideology Financial, LLC, which is investment related. Address: 5436 Martel Avenue Dallas, TX 75206 The business is involved in insurance products and retirement planning. I am an agent of the company. I began working for the company in February of 2022. I devote approximately 40 hours per month with 0 being during securities trading hours. I am an Officer of Materne Wealth Strategies. The business is investment related. Address: 941 Lido Circle W. Niceville, FL 32578 The business is involved in insurance products and retirement planning. I am an agent of the company. I began working for the company in January of 2014. I devote approximately 40 hours per month with 0 being during securities trading hours. I am the owner of Materne Law, PLLC. This business is not investment related. Address: 5436 Martel Avenue Dallas, TX 75206 The business advises clients on estate planning and legal matters. I am a manager of Ideology Real Estate Fund I LLC This business is investment related. Address: 3100 Monticello Ave, Suite 975 Dallas Texas 75205 I manage the fund activities which are limited to buying, holding, and leasing single family real estate.
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 23, 2018 - Present
IDEOLOGY WEALTH ADVISORS, LLC
Office #1: 8150 N Central Expy 10th Floor, Dallas, TX 75206RIA
CRD#: 292923
Dallas, TX
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
Louisiana(7/2/2018)
IAR
Texas(5/23/2018)
Current Firm
IW
IDEOLOGY WEALTH ADVISORS, LLC
IDEOLOGY MULTI-FAMILY OFFICE | MATERNE WEALTH ADVISERS, LLC | IDEOLOGY WEALTH ADVISORS, LLC
CRD#: 292923 / SEC#:
Louisiana
Registered Investment Advisory firm - (7/2/2018 Approved)Texas
Registered Investment Advisory firm - (5/23/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
8150 N Central Expy 10th Floor, Dallas, TX 75206
Mailing Address
Phone number
(469) 275-8028
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 234 |
| AUM (Assets Under Management) | $ 74,500,000 |
Red Flags
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Company Information
IDEOLOGY WEALTH ADVISORS, LLC
CRD#: 292923Dallas, TX 75206TRUST BUT VERIFY
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