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 William Benz
Feed of 09/15/2026
Also filed as Matt Benz
At current firm
1 y
since Mar 12, 2025
In the industry
18 y
since Feb 12, 2008 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Wealth Enhancement Advisory Services, LLC BD affiliated currentsince Mar 12, 2025 · Denver, Co
- The Mather Group, LLC independent RIAJun 19, 2019 to Mar 24, 2025 · Chicago, Il
- Ci Doyle Private Wealth, LLC formerMay 5, 2017 to May 20, 2019 · St. Petersburg, Fl
- Bancwest Investment Services, Inc. (Bwis) formerJun 2, 2015 to Apr 7, 2017 · Denver, Co
- Strategic Advisers LLC national BDJan 27, 2011 to Jun 8, 2015 · Altamonte Springs, Fl
Moves
a registration end followed by a registration begin elsewhere
- The Mather Group, LLC to Wealth Enhancement Advisory Services, LLCleft Mar 24, 2025, registered Mar 12, 2025 (-12 days) · RIA to affiliated broker-dealer or bank
- Ci Doyle Private Wealth, LLC to The Mather Group, LLCleft May 20, 2019, registered Jun 19, 2019 (30 days) · RIA to RIA
- Bancwest Investment Services, Inc. (Bwis) to Ci Doyle Private Wealth, LLCleft Apr 7, 2017, registered May 5, 2017 (28 days) · Other
- Strategic Advisers LLC to Bancwest Investment Services, Inc. (Bwis)left Jun 8, 2015, registered Jun 2, 2015 (-6 days) · Other
Signals
- Matthew William Benz left The Mather Group, Llc for Wealth Enhancement Advisory Services, Llc (registered 2025-03-12)Mar 24, 2025 · 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address