Natasha Sophia Gunberg

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:

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

Current Employers

Employment History

• 11/2015 → 06/2019
  Personal Capital
  Denver, CO
• 07/2019 → 04/2022
  Black Swift Group, Llc
  Denver, CO
• 08/2023 → 05/2026
  Iwp Wealth Management Llc
  Denver, CO
• 05/2022 → 07/2023
  Not Employed
  Denver, CO
• 01/2026 → Present
  Matter Llc
  Denver, CO

Previous Registrations

• 2023-09-21 → 2026-07-08
  Iwp Wealth Management Llc
  Denver, CO
• 2019-07-02 → 2022-04-08
  Black Swift Group, Llc
  Boulder, CO
• 2017-05-12 → 2019-06-27
  Personal Capital Advisors Corporation
  Denver, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-05-12