AM
Ash Matson Wealth Partners, Inc.
State-registered
Investment Adviser
CRD 166261
·
☆ Save with Pro
ADV data as of Aug 20, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 7
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alex Garrett Ash | Registered representative | Jul 2022 (4y) | ||
| Benjamin A Luke | Registered representative | Jan 2023 (4y) | ||
| Ralph James Bourgeois | Registered representative | Feb 2025 (2y) | ||
| Jeffrey John Kazmierski | Registered representative | Jul 2025 (1y) | ||
| Joseph Edward Matson | Registered representative | Chartered Financial Consultant | Jan 2026 (1y) | |
| Brynn Thomas Walden | Registered representative | Jan 2026 (1y) | ||
| Richard Quarantello | Registered representative | Apr 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/28/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • PERCENTAGE OF AUM W/ THIRD PARTY ADVISERS
Services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 20, 2026.
View current Form ADV (SEC/IAPD) ↗