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MD

Mathew J. Duvall

DUVALL WEALTH MANAGEMENT
FONTANA, CA
Some features on this profile are disabled
CRD#: 7351955
MD

Professional summary

Mathew James Duvall, who also goes by Mathew J Duvall, is a registered financial advisor currently at DUVALL WEALTH MANAGEMENT LLC located in Fontana, California.

Mathew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Mathew has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Mathew J Duvall

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mathew James Duvall'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®
None

Experience

Current

November 25, 2025 - Present

DUVALL WEALTH MANAGEMENT LLC

RIA
CRD#: 339034
FONTANA, CA
Past

July 14, 2021 - December 1, 2025

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
Thousand Oaks, CA
Past

June 7, 2021 - December 1, 2025

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
Thousand Oaks, CA

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
California
(11/25/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/14/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/6/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/10/2021
Securities Industry Essentials Examination

Current Firm

DW
DUVALL WEALTH MANAGEMENT LLC
DUVALL WEALTH MANAGEMENT LLC

CRD#: 339034 / SEC#:

California
Registered Investment Advisory firm - (11/25/2025 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Fontana, CA
Mailing Address
Phone number
(840) 217-3306
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

DUVALL WEALTH MANAGEMENT LLC

CRD#: 339034Fontana, CA

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