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Inactive

Adrielle Lagda

Matter Family Office

Denver, CO

St Louis, MO

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Current Employers
Matter Family Office

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-18
CO RA APPROVED 2026-02-18
CT RA APPROVED 2026-02-18
IL RA APPROVED 2026-02-18
MO RA APPROVED 2026-02-18
TX RA APPROVED 2026-02-18
  • CA RA
    APPROVED
    Since 2026-02-18
  • CO RA
    APPROVED
    Since 2026-02-18
  • CT RA
    APPROVED
    Since 2026-02-18
  • IL RA
    APPROVED
    Since 2026-02-18
  • MO RA
    APPROVED
    Since 2026-02-18
  • TX RA
    APPROVED
    Since 2026-02-18

Branch Locations

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

8001 Forsyth Blvd Suite 950, St Louis, MO 63105 • 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
Iwp Family Office Denver CO 06/2025 Present
Pathstone Denver CO 03/2023 06/2025
Ambli Global Cuisine Denver CO 08/2022 08/2023
Osaka's Denver CO 06/2021 08/2022
University Of Colorado Boulder CO 08/2018 05/2022
Sweetwater High School Colorado Springs CO 08/2014 05/2018
  • 06/2025 → Present
    Iwp Family Office
    Denver, CO
  • 03/2023 → 06/2025
    Pathstone
    Denver, CO
  • 08/2022 → 08/2023
    Ambli Global Cuisine
    Denver, CO
  • 06/2021 → 08/2022
    Osaka's
    Denver, CO
  • 08/2018 → 05/2022
    University Of Colorado
    Boulder, CO
  • 08/2014 → 05/2018
    Sweetwater High School
    Colorado Springs, CO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-22
  • S65 Uniform Investment Adviser Law Examination
    2026-01-22

View on SEC IAPD

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EXCELLERE PARTNERS · DENVER, CO
ALPINE QUANTITATIVE MANAGEMENT, LLC · DENVER, CO
MORGAN STANLEY · Denver, CO
CETERA INVESTMENT ADVISERS LLC · DENVER, CO
DREAM U.S. MANAGER LLC · DENVER, CO
KSL CAPITAL PARTNERS · DENVER, CO
CIBC PRIVATE WEALTH ADVISORS, INC. · Denver, CO
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