Matthew Pelz
Bridgewater Advisors · New York, New York
Matthew Pelz is a fee-only financial advisor at Bridgewater Advisors in New York, New York, who holds the CFP credential. Bridgewater Advisors reports charging a percentage of assets on its Form ADV.
Request an introduction to Matthew →
Facts
| Firm | Bridgewater Advisors |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $2.57B across 3,075 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY, TX · CRD 6438500 |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.bridgewateradv.com |
How Matthew's firm compares
- Bridgewater Advisors's average account is about $835,000, from its Form ADV (assets managed divided by 3,075 accounts).
Request an introduction to Matthew
Tell Matthew a little about what you're looking for. Matthew isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Matthew
Is Matthew Pelz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Bridgewater Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, Bridgewater Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Matthew Pelz based?
Matthew Pelz is based in New York, New York.
What credentials does Matthew Pelz hold?
Matthew Pelz holds the CFP credential.
Is Matthew Pelz registered with the SEC?
Yes. Matthew Pelz is registered as an investment adviser representative in NY and TX (CRD 6438500), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bridgewater Advisors manage?
Bridgewater Advisors reports $2.57B across 3,075 accounts in assets under management.
How do I contact Matthew Pelz?
Through Matthew's website, www.bridgewateradv.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.