Matthew Reghetti

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

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

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

Current Employers

Employment History

• 04/2013 → 04/2017
  Wunderlich Securities, Inc.
  Memphis, TN
• 04/2017 → 05/2025
  Aurum Wealth Management Group
  Mayfield Village, OH
• 05/2025 → Present
  Wealth Enhancement Group
  Akron, OH
• 05/2025 → Present
  Wealth Enhancement Advisory Services
  Akron, OH

Previous Registrations

• 2017-04-27 → 2025-05-20
  Marcum Wealth, Llc
  Akron, OH
  Cleveland, OH
• 2013-12-12 → 2017-04-05
  B. Riley Wealth Management
  Akron, OH
  Memphis, TN

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-04-01

Other Names

• Matthew Reghetti
• Matthew J. Reghetti
• Matthew J Reghetti
• Matthew James Reghetti