Best Investors Account Sign in
Inactive

Matthew Douglas Berti

Rhp Wealth Management

Houston, TX

Houston, TX

CRD 6758981

Claim This Profile
Employer firm

Rhp Wealth Management CRD 304735

$345M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Rhp Wealth Management

12000 Aerospace Avenue Suite 420, Houston, TX 77034 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-12-08
  • TX RA
    APPROVED
    Since 2023-12-08

Branch Locations

12000 Aerospace Avenue Suite 420, Houston, TX 77034 • United States

12000 Aerospace Avenue Suite 420, Houston, TX 77034 • 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
Speight Asset Management, Llc Houston TX 05/2016 05/2020
Tanglewood Legacy Advisors, Llc Houston TX 06/2020 11/2023
Rhp Wealth Mangement Houston TX 12/2023 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-03-23
  • S65 Uniform Investment Adviser Law Examination
    2017-03-23
Designations
  • Certified Financial Planner
Other Names
  • Matt Douglas Berti

View on SEC IAPD

Nearby Firms

BRIDGE CAPITAL ADVISORS
TSA WEALTH MANAGEMENT
PEREA CAPITAL

Nearby Investors

John Charles Robinson
CRYSTAL ALLISON MCKEON
AUSTIN GENTRY MARRS

Nearby Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX

More in Houston, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor