Matthew Daniel Wasp
Professional Summary
Matthew Daniel Wasp, who also goes by Matthew Wasp, is a registered financial advisor currently at ARCA WEALTH, LLC located in New York, New York. Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Matthew has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Matthew Wasp
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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
5 years in the financial services industry
Current & Past Employments
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Current Firm
ARCA WEALTH, LLC | SANDBOX FINANCIAL PARTNERS | GUINNESS WEALTH MANAGEMENT LLC | GRANITE BAY WEALTH MANAGEMENT, LLC | GALBRAITH WEALTH MANAGEMENT LLC
Contact Information
Main Address
22 Deer Street Suite 200, Portsmouth, NH 03801Phone Number
(603) 610-8881# of Employees
28SEC notice filing (17 States and Territories)
Registered to provide investment advisory services in 17 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
4,909AUM (Assets Under Management)
$1,269,642,461Similar Advisors
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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.
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Primary Firm SEC Registration
ARCA WEALTH, LLC | SANDBOX FINANCIAL PARTNERS | GUINNESS WEALTH MANAGEMENT LLC | GRANITE BAY WEALTH MANAGEMENT, LLC | GALBRAITH WEALTH MANAGEMENT LLC
State Registrations and Notice Filings
(10/8/2026)
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 Daniel Wasp's CRS (Customer Relationship Summary).
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