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RIA / WealthAdvisor29 years in industry

MATTHEW D HECK

Advisor at WESTPOINT WEALTH MANAGEMENT, LLC

BEREA, OH

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Search this name across graphsid dfx:ria:283694a7-4e7c-4f14-562f-b976b5686bad

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jan 22, 2003 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WESTPOINT WEALTH MANAGEMENT, LLC
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: Jun 13, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Jun 13, 1997
First registration: Jan 22, 2003
Dual registered: no
Other names: MATTHEW HECK|MATTHEW DAVID HECK
IAPD individual key: 2890338

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WESTPOINT WEALTH MANAGEMENT, LLC	Independent wealth	Oct 14, 2020	n/a	yes	BEREA, OH	Current employment
GROSS INVESTMENTS LLC	State registered	Dec 14, 2020	Sep 22, 2022	no	VALLEY CITY, OH	Previous registration
AMFG WEALTH MANAGEMENT LLC	State registered	Sep 12, 2019	Nov 3, 2020	no	WESTLAKE, OH\|Berea, OH	Previous registration
CETERA ADVISOR NETWORKS LLC	Former SEC adviser	Nov 27, 2018	Sep 16, 2019	no	BEREA, OH	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Mar 21, 2006	Sep 13, 2018	no	Westlake, OH\|Orange Village, OH	Previous registration
TRANSAMERICA FINANCIAL ADVISORS, LLC	Bd affiliated wealth	Sep 28, 2005	Mar 27, 2006	no	CANTON, OH\|CARMEL, IN\|CANTON, OH	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Jan 22, 2003	Sep 14, 2005	no	AKRON, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GROSS INVESTMENTS LLC	n/a	Sep 22, 2022	n/a	n/a	Departure no registered destination	Departure
AMFG WEALTH MANAGEMENT LLC	WESTPOINT WEALTH MANAGEMENT, LLC	Nov 3, 2020	Oct 14, 2020	-20	Firm change	Other
CETERA ADVISOR NETWORKS LLC	AMFG WEALTH MANAGEMENT LLC	Sep 16, 2019	Sep 12, 2019	-4	Firm change	Ibd to state RIA
CHARLES SCHWAB & CO., INC.	CETERA ADVISOR NETWORKS LLC	Sep 13, 2018	Nov 27, 2018	75	Firm change	Ibd to ibd
TRANSAMERICA FINANCIAL ADVISORS, LLC	CHARLES SCHWAB & CO., INC.	Mar 27, 2006	Mar 21, 2006	-6	Firm change	Other
EQUITABLE ADVISORS, LLC	TRANSAMERICA FINANCIAL ADVISORS, LLC	Sep 14, 2005	Sep 28, 2005	14	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
292160:310883:OH:2020-11-03	Nov 3, 2020	Oct 14, 2020	BEREA, OH	Firm change
13572:292160:OH:2019-09-13	Sep 16, 2019	Sep 12, 2019	BEREA, OH	Firm change

Relationships

Registered with (7)

→ WESTPOINT WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Oct 14, 2020 to presentfactForm ADV
→ GROSS INVESTMENTS LLCRegistered adviserregistration: previous registration
Dec 14, 2020 to Sep 22, 2022factForm ADV
→ AMFG WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Sep 12, 2019 to Nov 3, 2020factForm ADV
→ CETERA ADVISOR NETWORKS LLCRegistered adviserregistration: previous registration
Nov 27, 2018 to Sep 16, 2019factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Mar 21, 2006 to Sep 13, 2018factForm ADV
→ TRANSAMERICA FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 28, 2005 to Mar 27, 2006factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 22, 2003 to Sep 14, 2005factForm ADV

Dated events

Occurred
Sep 22, 2022
Advisor departed, no destination yet
Matthew D Heck no longer registered at Gross Investments Llc; no later IA registration on IAPD
Form ADVobserved 4 days ago