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RIA / WealthAdvisor13 years in industry

Matthew M Jensen

Advisor at US CAPITAL GLOBAL WEALTH MANAGEMENT, LLC

Lake Forest, CA | SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:704d8510-6de0-255f-4a5f-7a49f2b77e94

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Sep 24, 2015 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: US CAPITAL GLOBAL WEALTH MANAGEMENT, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 26, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Oct 26, 2012
First registration: Sep 24, 2015
Dual registered: no
Other names: MATTHEW M JENSEN|Matt Jensen
IAPD individual key: 6015469

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
US CAPITAL GLOBAL WEALTH MANAGEMENT, LLC	State registered	Oct 15, 2025	n/a	yes	SAN FRANCISCO, CA\|Lake Forest, CA	Current employment
CUTLER INVESTMENT GROUP	Independent wealth	Apr 17, 2024	Jul 25, 2024	no	JACKSONVILLE, OR\|Newport Beach, CA\|BELLEVUE, WA	Previous registration
HELIUM ADVISORS LLC	Independent wealth	Oct 5, 2022	Jan 22, 2024	no	VANCOUVER, WA\|Lake Forest, CA	Previous registration
HIGHLINE WEALTH PARTNERS	Independent wealth	Nov 17, 2021	Jul 21, 2022	no	SHERMAN OAKS, CA	Previous registration
HCR WEALTH ADVISORS	Independent wealth	Sep 24, 2015	Jan 7, 2020	no	LOS ANGELES, CA	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
CUTLER INVESTMENT GROUP	US CAPITAL GLOBAL WEALTH MANAGEMENT, LLC	Jul 25, 2024	Oct 15, 2025	447	Firm change after gap	RIA to state RIA
HELIUM ADVISORS LLC	CUTLER INVESTMENT GROUP	Jan 22, 2024	Apr 17, 2024	86	Firm change	RIA to RIA
HIGHLINE WEALTH PARTNERS	HELIUM ADVISORS LLC	Jul 21, 2022	Oct 5, 2022	76	Firm change	RIA to RIA
HCR WEALTH ADVISORS	HIGHLINE WEALTH PARTNERS	Jan 7, 2020	Nov 17, 2021	680	Firm change after gap	RIA to RIA

Team moves

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

Team	Left	Joined	From	Kind
284712:282356:CA:2022-07-21	Jul 21, 2022	Oct 5, 2022	SHERMAN OAKS, CA	Firm change

Relationships

Registered with (5)

→ US CAPITAL GLOBAL WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Oct 15, 2025 to presentfactForm ADV
→ CUTLER INVESTMENT GROUPRegistered adviserregistration: previous registration
Apr 17, 2024 to Jul 25, 2024factForm ADV
→ HELIUM ADVISORS LLCRegistered adviserregistration: previous registration
Oct 5, 2022 to Jan 22, 2024factForm ADV
→ HIGHLINE WEALTH PARTNERSRegistered adviserregistration: previous registration
Nov 17, 2021 to Jul 21, 2022factForm ADV
→ HCR WEALTH ADVISORSRegistered adviserregistration: previous registration
Sep 24, 2015 to Jan 7, 2020factForm ADV

Dated events

Occurred
Jul 25, 2024
Advisor changed firm
Matthew M Jensen left Cutler Investment Group for Us Capital Global Wealth Management, Llc (registered 2025-10-15)
Form ADVobserved 6 days ago
Occurred
Jan 22, 2024
Advisor changed firm
Matthew M Jensen left Helium Advisors Llc for Cutler Investment Group (registered 2024-04-17)
Form ADVobserved 6 days ago
Occurred
Jul 21, 2022
Advisor changed firm
Matthew M Jensen left Highline Wealth Partners for Helium Advisors Llc (registered 2022-10-05)
Form ADVobserved 6 days ago