IT MATTERS FINANCIAL, LLC

IT MATTERS FINANCIAL, LLC is an SEC-registered investment adviser (CRD 284275). Regulatory assets under management: $9.2M.

Registration

• CRD: 284275
• Type: Registered investment adviser
• Phone: (603) 345-0933
• Latest filing: 2026-02-26
• Regulatory AUM: $9.2M
• Discretionary AUM: $9.2M
• Clients: 1
• Accounts: 21

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284275 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search