Mathew James Duvall

Employer firm

Duvall Wealth Management LLC CRD 339034

$1.25M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 06/2021 → 12/2025
  Transamerica Financial Advisors, Inc
  Agoura Hills, CA
• 07/2012 → Present
  Bonita Unified School District
  San Dimas, CA
• 08/2015 → 05/2018
  Azusa Pacific University
  Azusa, CA
• 06/2019 → 07/2020
  Mt. San Antonio College
  Walnut, CA
• 06/2021 → 09/2021
  Mt. San Antonio College
  Walnut, CA
• 06/2014 → Present
  Mt. Sac College
  Walnut, CA
• 09/2025 → Present
  Duvall Wealth Management
  Fontana, CA

Previous Registrations

• 2021-07-14 → 2025-12-01
  Transamerica Financial Advisors, Llc
  Thousand Oaks, CA

Other Businesses

Independent Insurance Agent/ Investment Related: No/ He does not plan to offer clients products or advice from this other business activity. Mt. San Antonio College / 0622-Present/ Investment Related: No / 1100 N Grand Ave. Walnut, CA91789 / Math Teacher / Math Teacher / Hrs. Work Monthly: 40 / Sec Trading Hrs: 5 / I teach math fir the summer school program. My Assignment ends 7/18 BONITA UNIFIED SCHOOL DISTRICT/Investment Related - No/115 W Allen Ave, San Dimas, CA 91773/I teach high school students math/Mathematics Teacher/07.2012/160/0/Teaching 180 students a day math.

Exams

• S66 Uniform Combined State Law Examination
  2021-07-14

Other Names

• Mathew J Duvall