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Stephanie Lynn Bowers

Matter Family Office

Denver, CO

St Louis, MO

CRD 5008420

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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:

Current Employers
Matter Family Office

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-07-10
  • CO RA
    APPROVED
    Since 2026-07-10

Branch Locations

255 Fillmore Street Suite 200, 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 Wealth Management Llc Denver CO 09/2011 05/2026
Matter Llc Denver CO 01/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-10-25
  • S66 Uniform Combined State Law Examination
    2005-10-25
Other Names
  • Stephanie Lynn Ginsburg
  • Stephanie Lynn Ginsburg

View on SEC IAPD

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