Matthew Ott

Employer firm

Thousand Wealth Management CRD 298906

$15.3M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2017 → Present
  Thousand Cpa Services
  Chesterfield, MO
• 01/2004 → 08/2017
  Martz And Wilson Llp
  St. Louis, MO
• 11/2018 → Present
  Thousand Wealth Management, Llc
  Chesterfield, MO

Other Businesses

Matthew Ott is a CPA and Partner with Thousand CPA Services providing accounting and tax preparation services. He spends a majority of his time in this activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-10-30