Mathis Wealth Management

Mathis Wealth Management (CRD# 172858) is a financial advisory firm headquartered in Phoenix, AZ. They manage $62,944,252 in 288 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    288
    ACCOUNTS
  • Average Account Value
    $218,556
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, TX

Financial Advisors at Mathis Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Larry L. Mathis
CRD#: 2282125
7210 N 16th Street, Phoenix, AZ 85020
96
Wealthminder
score

Larry Mathis (CRD# 2282125) is an Investment Advisor Representative working at Mathis Wealth Management in Phoenix, AZ and has over 25 years of experience in the finance industry. Larry Mathis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jennifer L. Fitch
CRD#: 2672784
7210 N 16th Street, Phoenix, AZ 85020
93
Wealthminder
score

Jennifer Fitch (CRD# 2672784) is an Investment Advisor Representative working at Mathis Wealth Management in Phoenix, AZ and has over 14 years of experience in the finance industry.

3
Phillip J. Adams
CRD#: 6344169
7210 N 16th Street, Phoenix, AZ 85020
78
Wealthminder
score

Phillip Adams (CRD# 6344169) is an Investment Advisor Representative working at Mathis Wealth Management in Phoenix, AZ and has over 3 years of experience in the finance industry.

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