Matthew Pittman
UL Wealth · Valdosta, Georgia
Matthew Pittman is a fee-only financial advisor at UL Wealth in Valdosta, Georgia. UL Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | UL Wealth |
|---|---|
| Based in | Valdosta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $49.4M across 230 accounts |
| SEC registration | Investment adviser representative in GA · CRD 7468060 |
| Exams passed | Series 65 (2021) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | ulwealth.com |
| Profile |
How Matthew's firm compares
- UL Wealth's average account is about $215,000, from its Form ADV (assets managed divided by 230 accounts).
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Questions about Matthew
Is Matthew Pittman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and UL Wealth 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, UL Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Pittman based?
Matthew Pittman is based in Valdosta, Georgia.
Is Matthew Pittman registered with the SEC?
Yes. Matthew Pittman is registered as an investment adviser representative in GA (CRD 7468060), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does UL Wealth manage?
UL Wealth reports $49.4M across 230 accounts in assets under management.
How do I contact Matthew Pittman?
Through Matthew's website, ulwealth.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.
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