Matthew Erbentraut

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2019 → 08/2019
  Dimensional Fund Advisors
  Santa Monica, CA
• 07/2016 → 06/2017
  Peloton
  Corte Madera, CA
• 01/2018 → 05/2019
  Peloton
  Corte Madera, CA
• 09/2019 → 02/2020
  Peloton
  Corte Madera, CA
• 11/2020 → 07/2022
  Equius Partners
  Novato, CA
• 06/2018 → 05/2020
  Sonoma State University
  Rohnert Park, CA
• 01/2017 → 05/2018
  Santa Rosa Junior College
  Santa Rosa, CA
• 05/2020 → 10/2020
  Unemployed
  Novato, CA
• 11/2023 → Present
  Wealth Enhancement Advisory Services
  Novato, CA
• 11/2023 → Present
  Wealth Enhancement Group
  Novato, CA
• 07/2022 → 10/2023
  Nrml Mtber
  Novato, CA

Previous Registrations

• 2021-02-11 → 2022-07-15
  Equius Partners, Inc.
  Novato, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-02-11

Other Names

• Matthew Paul Erbentraut