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.
Matthew James Kitzman
- Designations
- CRPCreportedgreenupwealth.comas printed on the bio page, Sep 16, 2026
- Professional profile
- greenupwealth.com/team/matt-kitzmanreportedgreenupwealth.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Greenup Street Wealth Management LLC independent RIA currentsince Sep 9, 2025 · Overland Park, Ks
- One Capital Management, LLC independent RIAJun 4, 2024 to Sep 4, 2025 · Westlake Village, Ca
- Edelman Financial Engines independent RIANov 30, 2016 to Jun 7, 2024 · West Des Moines, Ia
- Financial Engines Advisor Center, LLC formerSep 1, 2015 to Nov 30, 2016 · Omaha, Ne
- The Mutual Fund Store formerOct 16, 2014 to Sep 8, 2015 · Omaha, Ne
- Td Ameritrade Investment Management, LLC formerMar 19, 2010 to Oct 15, 2014 · Omaha, Ne
- Td Ameritrade, Inc. formerMar 15, 2010 to Oct 15, 2014 · Omaha, Ne
- Morgan Stanley Dw Inc. unclassifiedMar 5, 2002 to Jan 30, 2003 · Omaha, Ne
- One Capital Management, LLC to Greenup Street Wealth Management LLCleft Sep 4, 2025, registered Sep 9, 2025 (5 days) · RIA to RIA
- Edelman Financial Engines to One Capital Management, LLCleft Jun 7, 2024, registered Jun 4, 2024 (-3 days) · RIA to RIA
- Financial Engines Advisor Center, LLC to Edelman Financial Enginesleft Nov 30, 2016, registered Nov 30, 2016 (0 days) · corporate re-registration, not a move
- The Mutual Fund Store to Financial Engines Advisor Center, LLCleft Sep 8, 2015, registered Sep 1, 2015 (-7 days) · channel change inside one enterprise, not a move · moved with a team
- Td Ameritrade Investment Management, LLC to The Mutual Fund Storeleft Oct 15, 2014, registered Oct 16, 2014 (1 days) · Other
- Td Ameritrade, Inc. to Td Ameritrade Investment Management, LLCleft Oct 15, 2014, registered Mar 19, 2010 (-1671 days) · channel change inside one enterprise, not a move
- Morgan Stanley Dw Inc. to Td Ameritrade, Inc.left Jan 30, 2003, registered Mar 15, 2010 (2601 days) · Other
- Matthew James Kitzman left One Capital Management, Llc for Greenup Street Wealth Management Llc (registered 2025-09-09)Sep 4, 2025 · Advisor changed firm · fact
- Matthew James Kitzman left Edelman Financial Engines for One Capital Management, Llc (registered 2024-06-04)Jun 7, 2024 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address