MW
Matthew T. Williams
ACTIV8 FAMILY OFFICE
KITCHENER,
CRD#: 8183381
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MW
Matthew Thomas WilliamsACTIV8 FAMILY OFFICE
Professional summary
Matthew Thomas Williams is a registered financial advisor currently at ACTIV8 FAMILY OFFICE LLC .
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Matthew 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Thomas Williams'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
April 17, 2026 - Present
ACTIV8 FAMILY OFFICE LLC
RIA
CRD#: 337753
KITCHENER,
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
Texas(5/15/2026)
IAR
Virginia(4/17/2026)
Current Firm
AF
ACTIV8 FAMILY OFFICE LLC
ACTIV8 FAMILY OFFICE LLC
CRD#: 337753 / SEC#: 801-134678
RIA
Registered Investment Advisory firm - (12/1/2025 120-Day Approval)Loading...
Contact information
Main Address
1775 Tyson's Blvd 5th Floor, Suite 5129, Mclean, VA 22102
Mailing Address
Phone number
(978) 870-0255
Established
Firm type
Fiscal year end
# of Employees
20
SEC notice filing (15 States and Territories)
Documents
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
