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 Roy Stahl

Liv Wealth Managementstate registeredLong Lake, MnIA-onlyIAPD 4997592

Feed of 09/14/2026

Also filed as Matt Stahl

At current firm

1 y

since Jan 21, 2025

In the industry

20 y

since Nov 8, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Liv Wealth Management state registered current
since Jan 21, 2025 · Long Lake, Mn
Fiat Wealth Management independent RIA
Feb 22, 2022 to Feb 28, 2024 · Wayzata, Mn
Foundations Investment Advisors LLC independent RIA
Jul 29, 2020 to Jun 3, 2022 · Phoenix, Az
Cg Advisory Services independent RIA
Apr 16, 2018 to Jul 27, 2020 · Wayzata, Mn
Woodbury Financial Services, Inc. former
Jan 23, 2014 to Apr 19, 2018 · St Louis Park, Mn
Ameriprise Financial Services, LLC national BD
Apr 30, 2009 to Jul 1, 2009 · Lake Elmo, Mn

Moves

a registration end followed by a registration begin elsewhere

Fiat Wealth Management to Liv Wealth Management
left Feb 28, 2024, registered Jan 21, 2025 (328 days) · RIA to a state-registered adviser
Foundations Investment Advisors LLC to Fiat Wealth Management
left Jun 3, 2022, registered Feb 22, 2022 (-101 days) · RIA to a newly registered adviser · moved with a team
Cg Advisory Services to Foundations Investment Advisors LLC
left Jul 27, 2020, registered Jul 29, 2020 (2 days) · RIA to RIA
Woodbury Financial Services, Inc. to Cg Advisory Services
left Apr 19, 2018, registered Apr 16, 2018 (-3 days) · Affiliated broker-dealer or bank to independent RIA
Ameriprise Financial Services, LLC to Woodbury Financial Services, Inc.
left Jul 1, 2009, registered Jan 23, 2014 (1667 days) · Other

Signals

Matthew Roy Stahl left Fiat Wealth Management for Liv Wealth Management (registered 2025-01-21)
Feb 28, 2024 · Advisor changed firm · fact
Matthew Roy Stahl left Foundations Investment Advisors Llc for Fiat Wealth Management (registered 2022-02-22)
Jun 3, 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: STATE REGISTEREDderived
Years in industry: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address