Matthew DePretis has been an investment adviser representative at Legacy Wealth Management since November 2025, and is not listed among the firm’s executive officers or direct owners.
Legacy Wealth Management, LLC is a Boise, ID firm with $629M under management, 3,416 clients and 39 advisers across 22 offices, as of its May 2026 filing.
- – present · under a yearPleasanton, CA · Adviser representative · Firm CRD 174767
Investment adviser representative registrations
Matthew DePretis is registered as an investment adviser representative in California, as a resident of California, since November 2025.
- CaliforniaResidentSince 20 November 2025
Examinations
No examinations are on Matthew DePretis’s record.
- Full name
- Matthew Ernest DePretis
- CRD
- 8139352
- Firm
- Legacy Wealth Management · CRD 174767
- Office
- 5000 Hopyard Rd. #403, Pleasanton, CA 94588
- Registration
- Investment adviser registration
- In the industry since
- November 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Matthew DePretis work?
Matthew DePretis is an investment adviser representative registered through Legacy Wealth Management, LLC since November 2025, and is not listed among the firm’s executive officers or direct owners.
Is Matthew DePretis a financial advisor?
Yes. Matthew DePretis has a current investment-adviser registration in California, through Legacy Wealth Management since November 2025.
How many years of experience does Matthew DePretis have?
Matthew DePretis has 0 years in the financial industry, since November 2025, across 1 adviser firm.
Where is Matthew DePretis based?
Matthew DePretis’ registered office is in Pleasanton, CA.
Is Matthew DePretis registered with FINRA?
No. Matthew DePretis has no current broker registration.
How can I verify Matthew DePretis’ record?
Search CRD 8139352 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew DePretis’ full registration record.
