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Matthew Thomas Hopkins

Squire Wealth Advisors

Orem, UT

CRD 8159484

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Employer firm

Squire Wealth Advisors CRD 117750

$587M regulatory AUM 57 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Squire Wealth Advisors

1329 South 800 East, Orem, UT 84097 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-09-10
  • UT RA
    APPROVED
    Since 2025-09-10

Branch Locations

1329 South 800 East, Orem, UT 84097 • 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
Squire Wealth Advisors Orem UT 06/2024 Present
Bridge Investment Group Sandy UT 07/2022 12/2023
Brigham Young University Provo UT 04/2020 04/2024
Unemployed Provo UT 09/2015 04/2020
  • 06/2024 → Present
    Orem, UT
  • 07/2022 → 12/2023
    Bridge Investment Group
    Sandy, UT
  • 04/2020 → 04/2024
    Brigham Young University
    Provo, UT
  • 09/2015 → 04/2020
    Unemployed
    Provo, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-03
  • S65 Uniform Investment Adviser Law Examination
    2025-09-03

View on SEC IAPD

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