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YOUR WEALTH MATTERS LLC
CRD 281134
10733 SUNSET OFFICE DRIVE, SUITE 425, ST. LOUIS, MO, 63127, United States
Phone
314-966-8077
Fax
314-966-5906
Registration
— (—)
Source
State registered
Total AUM
$71.0M
Discretionary AUM
$0
Team
4 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; SELECTION OF OTHER ADVISERS FEES/FLAT FEE FOR PORTFOLIO MRI
Org form
Limited Liability Partnership
Filing date
2026-03-13
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersPORTFOLIO ANALYSIS (MRI) SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 108 | $32.4M |
| High net worth individuals | 21 | $38.6M |
Official SEC filing: View on IAPD