Matthew Arthur Quezergue
Investment Adviser Representative at Aspen Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Matthew Arthur Quezergue is an investment adviser representative with Aspen Wealth Management, LLC in Fort Worth, TX, where they have been registered since 2023, the year they entered the securities industry. They are registered to provide investment advice in Texas.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Aspen Wealth ManagementJul 2021 – no end date reportedFort Worth, TX
- S. Harris Financial GroupJun 2020 – Aug 2020San Antonio, TX
- Texas A&m UniversityAug 2018 – May 2021College Station, TX
- UnemployedJul 2013 – Aug 2018San Antonio, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Aspen Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Estimated blended rate
- 0.0125
- All assets up to $1,000,0001.25%
- $1,000,001 to $2,000,0001.00%
- $2,000,001 to $4,000,0000.85%
- $4,000,001 to $7,000,0000.75%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 8
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Fort Worth, TX
- SEC file number:
- 801-114243
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 13, 2026
View full firm profileOther advisors at Aspen Wealth Management, LLC
7 other advisors in the directory
Similar advisors in Fort Worth, TX
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthew Arthur Quezergue has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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