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Matthew Medeiros

20 Years of Experience
Fresno, CA
Broker

Matthew Medeiros is a registered investment advisor at Wells Fargo Advisors, based in Fresno, CA, with 20 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Fresno, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Matthew co-owns rental property with his spouse, dedicating a few hours per week. He also owns 100% of M3 Wealth Management, dedicating about a quarter of his time.

Employment History
Current Registrations
Wells Fargo Advisors
August 2025 - Present · 9 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2025 - Present · 9 mos
Previous Registrations
Wells Fargo Advisors
January 2011 - August 2025 · 14 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - August 2025 · 14 yrs 7 mos
Wells Fargo Investments, LLC
October 2005 - January 2011 · 5 yrs 3 mos
Wells Fargo Investments, LLCBroker
August 2005 - January 2011 · 5 yrs 5 mos
State Registrations7 states
AZCAIDMANMNVWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Matthew Medeiros - Financial Advisor | TrueAdvisor