Daniel James Matheson

Current Employers

Employment History

• 09/2016 → Present
  Aspen Capital Management
  Lehi, UT
• 05/2025 → Present
  K2 Wealth Management
  Blythewood, SC
• 09/2014 → Present
  K2 Business Group
  Lexington, SC
• 01/2025 → 04/2025
  Penserra Wealth Management
  Orinda, CA
• 12/2005 → Present
  K2 Tax Group
  Lexington, SC

Previous Registrations

• 2025-03-14 → 2025-04-28
  Penserra Wealth Management
  Lexington, SC
• 2015-09-17 → 2025-04-14
  Aspen Capital Management Llc
  Lehi, UT
  Saint George, UT
  Lehi, UT
• 2014-11-19 → 2015-11-03
  My Investment Advisor, Inc.
  St George, UT

Other Businesses

#1 - K2 Business Group Name of Business: K2 Business Group (dba of True Wealth LLC) Is the Business Investment-Related? Yes (insurance and business advisory services) Address: 2451 N. Carter Dr., Lehi, UT 84043 Nature of Business: Insurance and business consulting services for individuals and small business owners. Position/Title: Owner and Principal Start Date: 01/2022 Hours per Month: Approximately 40 hours per month (10-20 during advisory trading hours, seasonally higher). Description of Duties: Provides insurance planning, business consulting, and exit strategy advisory services through True Wealth LLC. Activities are conducted under a separate legal entity not supervised by Two Tree Financial, LLC dba K2 Wealth Management. No securities transactions are conducted through this business. #2 - K2 Tax Group Name of Business: K2 Tax Group Is the Business Investment-Related? No (tax preparation and tax planning services only) Address: 2451 N. Carter Dr., Lehi, UT 84043 Nature of Business: Tax preparation and tax advisory services. Position/Title: Owner and Principal Start Date: 01/2023 Hours per Month: Approximately 60 hours per month (up to 100 during tax season). Description of Duties: Provides individual and business tax preparation, IRS representation, and tax strategy services. Clients of Two Tree Financial are not required to use K2 Tax Group. No securities or investment advisory activities occur through this business. In relation to his dual registration status: Mr. Matheson will maintain dual registration with Aspen Capital Management, Inc. (CRD #151621) and Two Tree Financial, LLC dba K2 Wealth Management (CRD #331906) on a temporary basis to ensure an orderly transition of client accounts and supervision. Both firms have authorized the dual registration in writing. The arrangement is expected to conclude by year-end 2025 once all client transitions are complete.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-11-19
• S63 Uniform Securities Agent State Law Examination
  2006-06-01

Designations

Other Names

• Dan J Matheson
• Dan Matheson
• Daniel J Matheson