Ideology Wealth Advisors, LLC

Ideology Wealth Advisors, LLC (CRD# 292923) is a financial advisory firm headquartered in Dallas, TX. They manage $65,500,000 in 243 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
8150 N Central Expy, 10th Floor, Dallas, TX 75206
By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    243
    ACCOUNTS
  • Average Account Value
    $269,547
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Ideology Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Gerald Materne, financial advisor Niceville FL
Gerald M. Materne
CRD#: 1326880
Niceville, FL

Gerald Materne (CRD# 1326880) is an Investment Advisor Representative working at Ideology Wealth Advisors, LLC in Niceville, FL and has 1 year of experience in the finance industry.

2
Joshua Materne, financial advisor Dallas TX
Joshua M. Materne
CRD#: 6923830
8150 N Central Expy, 10th Floor, Dallas, TX 75206

Joshua Materne (CRD# 6923830) is an Investment Advisor Representative working at Ideology Wealth Advisors, LLC in Dallas, TX and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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