Todd J. Matia
NORTHWEST ASSET MANAGEMENT | Investment Advisor
Colorado Springs, CO
Some features on this profile are disabled
CRD#: 7173216
Todd Joseph MatiaNORTHWEST ASSET MANAGEMENT
Professional summary
Todd Joseph Matia is a registered financial advisor currently at NORTHWEST ASSET MANAGEMENT located in Colorado Springs, Colorado.
Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Todd has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Always Fiduciary
Biography
Todd has been passionate about educating and helping others throughout his life. He has been nationally recognized for carving new paths in teaching pre-engineering, computer science, design and math across the country. During that time, Todd served as an adjunct professor in Digital Circuit Design at Duke, Iowa State University, the University of Minnesota and other prestigious programs. He has also been a serial entrepreneur, written books, developed learning platforms, created community development programs, and provided support to the small business community in his hometown of Colorado Springs.
These ventures helped him realize his ideal life includes healthy and vibrant relationships, philanthropy, investment in the local community, technical challenges, problem-solving, and education. His background and passions, paired with a lifelong obsession with investing, have made a natural transition into being a skilled investment advisor. He prides himself in keeping client interests first and takes his designation as a Certified Financial Fiduciary® seriously. He enjoys using his educational and entrepreneurial background to expand his clients’ financial knowledge and helping them make sound financial decisions. Todd understands and appreciates the complexity inherent in the entrepreneur lifestyle and strives to simplify the financial aspect of their lives. He creates impactful relationships and helps others solve their complex financial challenges by making complicated concepts understandable.
Todd enjoys golfing, pickleball, bouldering, traveling and trying new foods with friends and family. He strongly supports his community by serving on the Peak Education Board, developing local mental health initiatives and being an active member of the local church community.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Todd Joseph Matia's 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®
NoneExperience
Current
June 25, 2026 - Present
NORTHWEST ASSET MANAGEMENT
RIA
CRD#: 147923
Colorado Springs, CO
Past
October 18, 2019 - July 6, 2026
HIGHTOWER ADVISORS, LLC
RIA
CRD#: 145323
Colorado Springs, CO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NA
NORTHWEST ASSET MANAGEMENT
NORTHWEST ASSET MANAGEMENT | RIA INNOVATIONS | NWAM, LLC DBA NORTHWEST ASSET MANAGEMENT | NWAM, LLC | NW ASSET, LLC | NORTHWEST ASSET MANAGEMENT, LLC
CRD#: 147923 / SEC#: 801-69483
RIA
Registered Investment Advisory firm - (8/20/2008 Approved)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
Colorado(6/25/2026)
Current Firm
NA
NORTHWEST ASSET MANAGEMENT
NORTHWEST ASSET MANAGEMENT | RIA INNOVATIONS | NWAM, LLC DBA NORTHWEST ASSET MANAGEMENT | NWAM, LLC | NW ASSET, LLC | NORTHWEST ASSET MANAGEMENT, LLC
CRD#: 147923 / SEC#: 801-69483
RIA
Registered Investment Advisory firm - (8/20/2008 Approved)Loading...
Contact information
Main Address
2835 82nd Avenue Se Ste 100, Mercer Island, WA 98040
Mailing Address
Phone number
(206) 838-3680
Established
Firm type
Fiscal year end
# of Employees
54
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 8,844 |
| AUM (Assets Under Management) | $ 3,608,262,509 |
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.
Company Information
NORTHWEST ASSET MANAGEMENT
Investment AdvisorCRD#: 147923Colorado Springs, COTRUST BUT VERIFY
Monitor Todd Matia
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
