DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Matthew Stroud Hellebusch

Portfolio Medics, LLCindependent RIABonita Springs, Fl IA-onlyIAPD 1550891

Feed of 09/15/2026

Also filed as Stroud Hellebusch

At current firm

2 y

since Sep 9, 2024

In the industry

34 y

since Jul 23, 1992 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Portfolio Medics, LLC independent RIA current
since Sep 9, 2024 · Wyndmoor, Pa
Thrive Capital Management, LLC independent RIA
Feb 7, 2023 to Dec 4, 2023 · Fort Washington, Pa
Ae Wealth Management, LLC BD affiliated
Apr 28, 2022 to Dec 12, 2022 · Blue Bell, Pa
Fidelity Federal Planning Corp. state registered
May 3, 2016 to Apr 30, 2019 · Montgomeryville, Pa
Equitable Advisors, LLC national BD
Feb 27, 2014 to Apr 4, 2016 · Bala Cynwyd, Pa
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
May 18, 2004 to Jan 2, 2014 · Pennington, Nj

Moves

a registration end followed by a registration begin elsewhere

Thrive Capital Management, LLC to Portfolio Medics, LLC
left Dec 4, 2023, registered Sep 9, 2024 (280 days) · RIA to RIA
Ae Wealth Management, LLC to Thrive Capital Management, LLC
left Dec 12, 2022, registered Feb 7, 2023 (57 days) · Affiliated broker-dealer or bank to independent RIA
Fidelity Federal Planning Corp. to Ae Wealth Management, LLC
left Apr 30, 2019, registered Apr 28, 2022 (1094 days) · Other
Equitable Advisors, LLC to Fidelity Federal Planning Corp.
left Apr 4, 2016, registered May 3, 2016 (29 days) · Affiliated broker-dealer or bank to a state-registered adviser
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Equitable Advisors, LLC
left Jan 2, 2014, registered Feb 27, 2014 (56 days) · Wirehouse to affiliated broker-dealer or bank

Signals

Matthew Stroud Hellebusch left Thrive Capital Management, Llc for Portfolio Medics, Llc (registered 2024-09-09)
Dec 4, 2023 · Advisor changed firm · fact
Matthew Stroud Hellebusch left Ae Wealth Management, Llc for Thrive Capital Management, Llc (registered 2023-02-07)
Dec 12, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 34derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address