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Megan Mary Sandhagen

Matter Family Office

St Louis, MO

Denver, CO

CRD 7170849

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Employer firm

Matter Family Office CRD 106806

$3.81B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers
  • Educational seminars
  • CREATE & ADMINISTER LLC'S TO POOL CLIENT FUNDS TO INVEST IN SEPARATELY MANAGED INVESTMENT VEHICLES

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

Current Employers
Matter Family Office

8001 Forsyth Blvd Suite 950, St Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-26
CO RA APPROVED 2026-02-26
CT RA APPROVED 2026-02-26
IL RA APPROVED 2026-02-26
MO RA APPROVED 2026-02-26
NY RA APPROVED 2026-02-26
TX RA APPROVED 2026-02-26
  • CA RA
    APPROVED
    Since 2026-02-26
  • CO RA
    APPROVED
    Since 2026-02-26
  • CT RA
    APPROVED
    Since 2026-02-26
  • IL RA
    APPROVED
    Since 2026-02-26
  • MO RA
    APPROVED
    Since 2026-02-26
  • NY RA
    APPROVED
    Since 2026-02-26
  • TX RA
    APPROVED
    Since 2026-02-26

Branch Locations

8001 Forsyth Blvd Suite 950, St Louis, MO 63105 • United States

2719 E. Third Ave., Denver, CO 80206 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sanford C. Bernstein & Co., Llc. San Francisco CA 08/2019 04/2025
Alps Fund Services Denver CO 01/2018 08/2019
Student Aurora, Boulder CO 01/2011 01/2018
Iwp Wealth Management Llc Denver CO 04/2025 Present
  • 08/2019 → 04/2025
    Sanford C. Bernstein & Co., Llc.
    San Francisco, CA
  • 01/2018 → 08/2019
    Alps Fund Services
    Denver, CO
  • 01/2011 → 01/2018
    Student
    Aurora, Boulder, CO
  • 04/2025 → Present
    Iwp Wealth Management Llc
    Denver, CO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-07
S63 Uniform Securities Agent State Law Examination 2021-06-11
  • S65 Uniform Investment Adviser Law Examination
    2026-02-07
  • S63 Uniform Securities Agent State Law Examination
    2021-06-11

View on SEC IAPD

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