This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

MATTER FAMILY OFFICE

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S66

First exam

Nov 25, 2020

First registration

Dec 9, 2020

Dual registered

no

Other names

Joshua Goldin

IAPD individual key

7129598

• Occurred

  Jul 8, 2026
  Advisor changed firm

  Joshua Samuel Goldin left Iwp Wealth Management Llc for Matter Family Office (registered 2026-07-10)

  Form ADVobserved 4 days ago
• Occurred

  Aug 31, 2023
  Advisor changed firm

  Joshua Samuel Goldin left Focused Alpha, Llc for Iwp Wealth Management Llc (registered 2023-09-18)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:1cc234c5-e87c-7cf6-a6eb-af5c13ab3295

First observed

Dec 9, 2020

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.