Matthew Bullette

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

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

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-02-14
CA	RA	APPROVED	2025-03-31

Branch Locations

Irvine, CA • United States

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

Organization	City	State	From	To
Onpointe Wealth Management Of Wells Fargo Advisors	Newport Beach	CA	05/2023	08/2023
Defunct	Fountain Valley	CA	06/2019	08/2019
Unemployed	Huntington Beach	CA	01/2024	02/2024
Gonzaga University	Spokane	WA	08/2019	12/2023
Edison High School / Sowers Middle School	Huntington Beach	CA	08/2012	05/2019
Fidelity Investments	Seal Beach	CA	03/2024	Present
Fidelity Investments	Boston	MA	03/2025	Present

05/2023 → 08/2023

Onpointe Wealth Management Of Wells Fargo Advisors

Newport Beach, CA
06/2019 → 08/2019

Defunct

Fountain Valley, CA
01/2024 → 02/2024

Unemployed

Huntington Beach, CA
08/2019 → 12/2023

Gonzaga University

Spokane, WA
08/2012 → 05/2019

Edison High School / Sowers Middle School

Huntington Beach, CA
03/2024 → Present

Fidelity Investments

Seal Beach, CA
03/2025 → Present

Fidelity Investments

Boston, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-07-18

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