Matthew Waldman has been Co-Owner of Divvi Wealth Management since March 2026, is a control person of the firm and directly owns between 25% and 50% of it. Matthew Waldman studied at the University of Missouri – Columbia.
Divvi Wealth Management LLC is a Kansas City, MO firm with $127M under management, 197 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Matthew Waldman is Co-Founder and Managing Partner, Wealth Advisor of Divvi Wealth Management (DWM). Waldman co-founded DWM in 2022 and leads its Marketing and Business Development programs. Before DWM, Waldman worked at Waddell & Reed as Senior Vice President, Head of Sales, and spent 13 years at Ivy Investments, most recently as Senior Vice President, Divisional Sales Manager.
Matthew Waldman’s longest registration is the current one, 4 years at Divvi Wealth Management since 2022. Before joining Divvi Wealth Management in 2022, Matthew Waldman was registered through Raymond James & Associates, Inc.
- Divvi Wealth ManagementCurrent– present · 4 yearsKansas City, MO · Adviser representative · Firm CRD 318241
- Raymond James & Associates, Inc.– · 4 yearsFT. Lauderdale, FL · Adviser representative · Firm CRD 705
Professional designations
Listed by Divvi Wealth Management
- Chartered Retirement Plans Specialist™ (CRPS™)
Investment adviser representative registrations
Matthew Waldman is registered as an investment adviser representative in 3 states. The first approvals date from February 2022; the most recent is Texas, in June 2022.
- KansasSince 1 June 2022
- MissouriSince 22 February 2022
- TexasSince 6 June 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 26 March 2024 |
| Series 7TO | General Securities Representative Examination | 26 March 2024 |
| Series 66 | Uniform Combined State Law Examination | 23 November 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 6 June 2000 |
| Series 7 | General Securities Representative Examination | 6 April 2000 |
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Matthew Phillip Waldman
- CRD
- 4095426
- Firm
- Divvi Wealth Management · CRD 318241
- Role
- Co-Owner
- Office
- Kansas City, MO
- Registration
- Investment adviser registration
- In the industry since
- October 2000
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- divviwealth.com
Where does Matthew Waldman work?
Matthew Waldman has been Co-Owner of Divvi Wealth Management LLC since March 2026, and is a control person of the firm.
Is Matthew Waldman a financial advisor?
Yes. Matthew Waldman has a current investment-adviser registration in Kansas, Missouri and Texas, through Divvi Wealth Management since February 2022.
How many years of experience does Matthew Waldman have?
Matthew Waldman has 26 years in the financial industry, since October 2000, across 2 adviser firms.
What exams has Matthew Waldman passed?
Matthew Waldman has passed 5 licensing exams: the Series 7, Series 63, Series 66, Series 24 and Series 7TO. The earliest, the Series 7, was passed in April 2000. FINRA credited Matthew Waldman with the SIE, which began in October 2018.
Where did Matthew Waldman work before Divvi Wealth Management?
Before Divvi Wealth Management, Matthew Waldman was registered through Raymond James & Associates, Inc., May 2000 to August 2004.
Where is Matthew Waldman based?
Matthew Waldman’s registered office is in Kansas City, MO.
Is Matthew Waldman registered with FINRA?
No. Matthew Waldman has no current broker registration.
How can I verify Matthew Waldman’s record?
Search CRD 4095426 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Matthew Waldman’s full registration record.