Andrew D Mcdonald

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

• 08/2014 → 05/2020
  Nylife Securities Llc
  Shreveport, LA
• 04/2015 → 05/2020
  Tfg Financial, Llc
  Shreveport, LA
• 06/2020 → 08/2022
  Cibc Wealth Management
  New York, NY
• 09/2022 → 05/2026
  Iwp Wealth Management Llc
  Denver, CO
• 01/2026 → Present
  Matter Llc
  Denver, CO

Previous Registrations

• 2024-11-15 → 2026-07-08
  Iwp Wealth Management Llc
  Denver, CO

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-10-31
• S63 Uniform Securities Agent State Law Examination
  2015-09-25

Other Names

• Andrew Del Mcdonald