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RIA / WealthAdvisorCertified Financial Planner16 years in industry

MATTHEW TYLER WILLIAMS

Advisor at VALEO FINANCIAL ADVISORS, LLC

Richmond, VA | CARMEL, IN

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Search this name across graphsid dfx:ria:5ad9d597-8f23-d6d7-940a-5a2d168c8231

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jan 30, 2012 to Sep 15, 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: VALEO FINANCIAL 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: Apr 11, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Apr 11, 2010
First registration: Jan 30, 2012
Dual registered: no
Other names: MATT WILLIAMS
IAPD individual key: 5540567

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
VALEO FINANCIAL ADVISORS, LLC	Independent wealth	Mar 18, 2020	n/a	yes	Richmond, VA\|CARMEL, IN	Current employment
ACIMA PRIVATE WEALTH LLC	Independent wealth	May 11, 2016	Mar 25, 2021	no	RICHMOND, VA	Previous registration
ACIMA PRIVATE WEALTH LLC	Independent wealth	Feb 8, 2016	May 6, 2016	no	RICHMOND, VA	Previous registration
HERITAGE WEALTH ADVISORS	Independent wealth	Sep 6, 2013	Mar 24, 2016	no	RICHMOND, VA	Previous registration
RTD FINANCIAL ADVISORS INC	Independent wealth	Jan 4, 2013	Aug 28, 2013	no	PHILADELPHIA, PA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jan 30, 2012	Jul 16, 2012	no	MIDLOTHIAN, VA	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
ACIMA PRIVATE WEALTH LLC	VALEO FINANCIAL ADVISORS, LLC	Mar 25, 2021	Mar 18, 2020	-372	Firm change after gap	RIA to RIA
HERITAGE WEALTH ADVISORS	ACIMA PRIVATE WEALTH LLC	Mar 24, 2016	Feb 8, 2016	-45	Firm change after gap	Other
RTD FINANCIAL ADVISORS INC	HERITAGE WEALTH ADVISORS	Aug 28, 2013	Sep 6, 2013	9	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	RTD FINANCIAL ADVISORS INC	Jul 16, 2012	Jan 4, 2013	172	Firm change	Other

Relationships

Registered with (5)

→ VALEO FINANCIAL ADVISORS, LLCRegistered adviserregistration: current employment
Mar 18, 2020 to presentfactForm ADV
→ ACIMA PRIVATE WEALTH LLCRegistered adviserregistration: previous registration
May 11, 2016 to Mar 25, 2021factForm ADV
→ HERITAGE WEALTH ADVISORSRegistered adviserregistration: previous registration
Sep 6, 2013 to Mar 24, 2016factForm ADV
→ RTD FINANCIAL ADVISORS INCRegistered adviserregistration: previous registration
Jan 4, 2013 to Aug 28, 2013factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jan 30, 2012 to Jul 16, 2012factForm ADV

Dated events

No dated event names this entity yet.