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RIA / WealthAdvisorCertified Financial Planner21 years in industry

MATTHEW CURTIS LITZLER

Advisor at WAVERLY ADVISORS, LLC

SEATTLE, WA | BIRMINGHAM, AL

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Search this name across graphsid dfx:ria:454596df-3c2b-de76-6e0a-d2c23b78a746

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Nov 29, 2004 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: WAVERLY ADVISORS, 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: Nov 19, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Nov 19, 2004
First registration: Nov 29, 2004
Dual registered: no
Other names: MATT LITZLER
IAPD individual key: 4852851

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
WAVERLY ADVISORS, LLC	Independent wealth	Oct 23, 2025	n/a	yes	BIRMINGHAM, AL\|SEATTLE, WA	Current employment
PACIFIC PORTFOLIO CONSULTING, LLC	Former SEC adviser	Nov 4, 2020	Dec 23, 2025	no	SEATTLE, WA	Previous registration
Lnw	Former SEC adviser	Jan 30, 2014	Mar 23, 2020	no	SEATTLE, WA	Previous registration
MARINER WEALTH ADVISORS	Former SEC adviser	Feb 20, 2009	Jul 26, 2012	no	TULSA, OK	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 1, 2008	Jan 16, 2009	no	TULSA, OK	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	Jun 9, 2006	Jan 1, 2008	no	TULSA, OK\|ST. LOUIS, MO	Previous registration
ARVEST WEALTH MANAGEMENT	Independent wealth	Nov 29, 2004	May 8, 2006	no	TULSA, OK\|BARTLESVILLE, OK	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
PACIFIC PORTFOLIO CONSULTING, LLC	WAVERLY ADVISORS, LLC	Dec 23, 2025	Oct 23, 2025	-61	Firm change after gap	RIA to RIA
Lnw	PACIFIC PORTFOLIO CONSULTING, LLC	Mar 23, 2020	Nov 4, 2020	226	Firm change	RIA to RIA
MARINER WEALTH ADVISORS	Lnw	Jul 26, 2012	Jan 30, 2014	553	Firm change after gap	Other
WELLS FARGO ADVISORS	MARINER WEALTH ADVISORS	Jan 16, 2009	Feb 20, 2009	35	Firm change	Other
A. G. EDWARDS & SONS, INC.	WELLS FARGO ADVISORS	Jan 1, 2008	Jan 1, 2008	0	Bulk transfer	Other
ARVEST WEALTH MANAGEMENT	A. G. EDWARDS & SONS, INC.	May 8, 2006	Jun 9, 2006	32	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
139505:115332:WA:2025-12-23	Dec 23, 2025	Oct 23, 2025	SEATTLE, WA	Firm change after gap

Relationships

Registered with (7)

→ WAVERLY ADVISORS, LLCRegistered adviserregistration: current employment
Oct 23, 2025 to presentfactForm ADV
→ PACIFIC PORTFOLIO CONSULTING, LLCRegistered adviserregistration: previous registration
Nov 4, 2020 to Dec 23, 2025factForm ADV
→ LNWRegistered adviserregistration: previous registration
Jan 30, 2014 to Mar 23, 2020factForm ADV
→ MARINER WEALTH ADVISORSRegistered adviserregistration: previous registration
Feb 20, 2009 to Jul 26, 2012factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 1, 2008 to Jan 16, 2009factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
Jun 9, 2006 to Jan 1, 2008factForm ADV
→ ARVEST WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Nov 29, 2004 to May 8, 2006factForm ADV

Dated events

Occurred
Dec 23, 2025
Advisor changed firm
Matthew Curtis Litzler left Pacific Portfolio Consulting, Llc for Waverly Advisors, Llc (registered 2025-10-23)
Form ADVobserved 5 days ago