Matthew Wright

Financial advisor at Cahill Financial Advisors, Inc. · Edina, MN

Last updated 2026-10-10

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Matthew Wright is a financial advisor at Cahill Financial Advisors, Inc. in Edina, MN, CRD 4939680. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2016-03-01.

Registration

CRD number
4939680
Registration status
Active
IAPD registration
2016-03-01
Industry Experience
10 years
Work Experience
10 years
States registered
MN, TX

Licenses and exams

  • Series 63
  • Series 65

Designations

  • Chartered Financial Analyst

Work history

  • 2016-09 to 2024-03 · Summit Wealth Advoctaes, LLC · Victoria, MN
  • 2023-08 to 2024-05 · Avantax Planning Partners, Inc. · Victoria, MN
  • 2024-06 to 2024-12 · Lpwm LLC · Minneapolis, MN
  • 2025-09 to Present · Cahill Financial Advisors · Edina, MN
  • 2024-12 to 2025-09 · Unemployed / Hiatus · Victoria, MN

Current employment

SEC IAPD record for Matthew Wright

Cahill Financial Advisors, Inc.

Regulatory AUM
$1,770,183,778
Registered advisors
12
Offices
7
Clients per advisor
92.9 (Moderate)
Average AUM per client
$1.6M (Low)
High-net-worth client ratio
48.5% (Moderate)

Cahill Financial Advisors, Inc.: advisors, services and reported ETF investments

About

Matthew Wright is a Chartered Financial Analyst financial advisor at Cahill Financial Advisors, Inc. in Edina, MN. Reported securities licenses include Series 63 and Series 65. The latest record indicates 10 years of industry experience and 10 years of reported work history.

Cahill Financial Advisors, Inc.'s firm-level Form ADV reports 12 advisors across 7 offices; approximately 92.9 clients per advisor, average assets per client of $1,587,609, and regulatory AUM of $1.8B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers, and Publication of Periodicals or Newsletters.

PortfolioFuture's firm-level 13F analysis covers $893.5M across 180 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Matthew Wright personally.

Reported ETF positions

Cahill Financial Advisors reports 180 ETF positions worth $893.5M on Form 13F; the largest are listed.

Largest ETF positions reported by Cahill Financial Advisors
FundReported value
VUG — Vanguard Morningstar Growth ETF$86.8M
VTV — Vanguard Morningstar Value ETF$61.8M
DFAC — Dimensional U.S. Core Equity 2 ETF$50.9M
MOAT — VanEck Morningstar Wide Moat ETF$49.5M
VEA — Vanguard FTSE Developed Markets ETF$45.2M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Cahill Financial Advisors, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pension Consulting Services
  • Selection of Other Advisers
  • Publication of Periodicals or Newsletters
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Lawyer or Law Firm

Location

7261 Ohms Lane, Edina, MN 55439

12 advisors at this office.

Cahill Financial Advisors office in Edina, MN

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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