Matthew Gross
Matthew Gross is a registered investment advisor at Wells Fargo Advisors, based in Lakewood, CO, with 16 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
143 Union Blvd, Lakewood, CO, 80228
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2026Other Business Activities
Matthew co-owns rental properties through Minkk, LLC and another property in Dillon, CO, dedicating minimal time to each. He also serves as treasurer for the Denver Young Artists Orchestra, spending minimal time attending meetings and reviewing financials.
Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Advised Assets Group, LLC
Gwfs Equities, INC.Broker
Umb Financial Services, INC.
Chase Investment Services CORP.Broker
Banc One Securities CorporationBroker
State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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