Ideology Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$90,000,000
Clients
55
Advisors
3
of 4 employees
About
Ideology Wealth Advisors, LLC provides discretionary and limited non‑discretionary portfolio management and pension consulting primarily to individual and high‑income clients, with a noted concentration serving medical doctors and dentists; the firm also advises qualified retirement plans under ERISA Section 3(21). Like many peers, the firm charges percentage‑of‑AUM investment management fees and focuses on tailored portfolio management for individual investors.
The firm describes a tailored, research‑driven approach with a long‑term, value investing orientation while also employing technical and charting analysis as part of its decision process; it may implement strategies using ETFs (including buffer ETFs), options, private placements, REITs, structured products and other alternative investments. IWA documents a formal due‑diligence process for private placements and works with clients’ accountants and attorneys when appropriate to address tax and estate matters.
Notable differences from most peers include material affiliations with an operating law practice and with insurance businesses, ownership interests in related real‑estate entities and private funds where the firm or its principals act as sponsor or general partner, and relationships with other investment‑related entities. The firm manages roughly $104.5 million for about 55 clients with a small advisory team, and the brochure discloses these related‑party business activities and the conflicts they can create along with the firm’s stated fiduciary and disclosure practices.
Client services
Expertise
Occupation focus
Fee options
Up to 1% annually, billed monthly in arrears and negotiable based on account value, complexity, trading volume, and other factors
Minimum fee: For pension plans, may charge the greater of a percentage fee based on account value or a flat minimum quarterly fee at onset
Main office
8150 N Central Expy, 10th Floor
Dallas TX 75206
Advisors at this office
3
Most active in
Louisiana · Texas
Also doing business as
Ideology Multi Family Office · Ideology Wealth Advisors, LLC · Materne Wealth Advisers, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Gerald M
CFP®
Dallas, TX
Ideology Wealth Advisors, LLC
Gerald Materne is a CFP® professional with 14 years of experience, currently serving at Ideology Wealth Advisors, LLC since 2021. He previously operated Materne Wealth Strategies, LLC, which is a non-investment business focusing on life insurance, disability insurance, and annuities, where he is a licensed insurance agent in four states. Ideology Wealth Advisors, LLC provides discretionary and limited non-discretionary portfolio management and pension consulting primarily to individual and high-income clients, with a focus on medical doctors and dentists. The firm employs a tailored, research-driven investment approach combining long-term value investing with technical analysis and offers a range of strategies including ETFs, options, private placements, and alternative investments.
Joshua M
Series 65
Dallas, TX
Ideology Wealth Advisors, LLC
Joshua Materne is a financial advisor at Ideology Wealth Advisors, LLC with eight years of industry experience. He holds a Series 65 designation and has worked across several related entities, including Ideology Financial, LLC and Materne Law, PLLC, where he advises clients on estate planning and legal matters. He is also involved in managing a real estate fund that focuses on single-family property investments. Ideology Wealth Advisors, LLC provides portfolio management and pension consulting primarily to individual and high-income clients, particularly medical doctors and dentists. The firm employs a tailored, research-driven investment approach that integrates long-term value investing with technical analysis and uses a range of investment vehicles including ETFs, options, and private placements.
Nicholas M
CFP®, Series 63, Series 65, Series 66
Dallas, TX
Ideology Wealth Advisors, LLC
Nicholas Moore is a CFP® credentialed advisor with five years of industry experience, currently serving at Ideology Wealth Advisors, LLC in Dallas, TX. His background includes positions at J.P. Morgan Securities and JPMorgan Chase Bank, along with experience in the hospitality sector at Legends Hospitality and Ritz-Carlton Hotel Company. Ideology Wealth Advisors, LLC provides discretionary and limited non-discretionary portfolio management and pension consulting primarily to individual and high-income clients, with a focus on medical doctors and dentists. The firm employs a tailored, research-driven investment approach combining long-term value investing with technical analysis, utilizing a range of strategies including ETFs, options, and private placements.
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