Matthew Joseph Schwartz
Advisor, Director Of Client ExperienceGreat Waters Wealth ManagementCRD 5904956
About Matthew Joseph Schwartz
Matthew Joseph Schwartz is listed as Advisor, Director Of Client Experience at Great Waters Wealth Management in Shoreview, MN. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Great Waters Wealth Management
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Matthew Joseph Schwartz work?
Matthew Joseph Schwartz is listed as Advisor, Director Of Client Experience at Great Waters Wealth Management on SEC Form ADV.
How much of Great Waters Wealth Management does Matthew Joseph Schwartz own?
Form ADV reports a beneficial ownership band of Under 5%.
Great Waters Wealth Management
| Title | Advisor, Director Of Client Experience |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |