Matthew Ashley Swendiman
Chief Compliance OfficerDefined Wealth Management, LLCCRD 2849367
About Matthew Ashley Swendiman
Matthew Ashley Swendiman is listed as Chief Compliance Officer at Defined Wealth Management, LLC in Beaverton, OR. Form ADV reports a beneficial ownership band of Under 5%. Matthew Ashley Swendiman is associated with 9 registered advisers.
Reported ownership
Owns Under 5% of Defined Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Matthew Ashley Swendiman work?
Matthew Ashley Swendiman is listed as Chief Compliance Officer at Defined Wealth Management, LLC on SEC Form ADV.
How much of Defined Wealth Management, LLC does Matthew Ashley Swendiman own?
Form ADV reports a beneficial ownership band of Under 5%.
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| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |
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| Control person | Yes |
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| Control person | No |
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| Ownership | Under 5% |
| Control person | No |
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| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |