Matthew J. Snider

DIGITAL WEALTH PARTNERS

Durham, NC

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CRD#: 7620918

Professional summary

Matthew James Snider is a registered financial advisor currently at DIGITAL WEALTH PARTNERS located in Durham, North Carolina.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Matthew has worked at 2 firms 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew James Snider's CRS (Customer Relationship Summary).

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

September 13, 2024 - Present

DIGITAL WEALTH PARTNERS

RIA

CRD#: 328627

Durham, NC

Past

September 30, 2022 - July 30, 2024

BLOCK 3 STRATEGY GROUP

RIA

CRD#: 323212

DURHAM, NC

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".

DIGITAL WEALTH PARTNERS

DIGITAL WEALTH PARTNERS | DIGITAL WEALTH PARTNERS LLC

CRD#: 328627 / SEC#: 801-129045

RIA

Registered Investment Advisory firm - (11/9/2023 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

California
(9/19/2024)

IAR

Colorado
(9/19/2024)

IAR

Connecticut
(9/19/2024)

IAR

District of Columbia
(11/4/2024)

IAR

Georgia
(11/13/2024)

IAR

Indiana
(11/12/2024)

IAR

Louisiana
(12/2/2024)

IAR

Nebraska
(9/19/2024)

IAR

New Hampshire
(9/24/2024)

IAR

New York
(9/19/2024)

IAR

North Carolina
(9/13/2024)

IAR

Pennsylvania
(9/20/2024)

IAR

South Dakota
(9/19/2024)

IAR

Texas
(9/19/2024)

IAR

Virgin Islands
(9/20/2024)

IAR

Wyoming
(9/19/2024)

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

State Security Law Exam

IAR

Series 65

Date: 8/16/2022

Uniform Investment Adviser Law Examination

Current Firm

DIGITAL WEALTH PARTNERS

DIGITAL WEALTH PARTNERS | DIGITAL WEALTH PARTNERS LLC

CRD#: 328627 / SEC#: 801-129045

RIA

Registered Investment Advisory firm - (11/9/2023 Approved)

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Contact information

Main Address

5910 North Central Expressway Suite 1450, Dallas, TX 75206

Mailing Address

Phone number

(307) 396-0295

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - DIGITAL WEALTH PARTNERS NOVEMBER 2025 (11/11/2025)

Regulatory assets under management

Total Number of Accounts	1,398
AUM (Assets Under Management)	$ 588,961,725

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.

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Matthew J. Snider

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew James Snider's CRS (Customer Relationship Summary).

Certified licenses

Experience

DIGITAL WEALTH PARTNERS

BLOCK 3 STRATEGY GROUP

Primary Firm SEC Registration

DIGITAL WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 8/16/2022

Current Firm

DIGITAL WEALTH PARTNERS

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

DIGITAL WEALTH PARTNERS

TRUST BUT VERIFY

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