Matthew O Harbert appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Matthew O Harbert appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-12-03 | Form ADV | INSTRUMENTAL WEALTH, LLC | CHIEF INVESTMENT OFFICER | TAMPA, FL |