Mathis Wealth Management

Mathis Wealth Management (CRD# 172858) is a financial advisory firm headquartered in Phoenix, AZ. They manage $159,972,660 in 698 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
7210 N 16th Street, Phoenix, AZ 85020
https://www.facebook.com/mathiswealthmanagement/
By the Numbers
  • Total Assets Under Management
    160
    MILLION
  • Total Number of Accounts
    698
    ACCOUNTS
  • Average Account Value
    $229,187
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, TX, VA

Financial Advisors at Mathis Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Phillip Adams, financial advisor Phoenix AZ
Phillip J. Adams
CRD#: 6344169
7210 N 16th Street, Phoenix, AZ 85020

Phillip Adams (CRD# 6344169) is an Investment Advisor Representative working at Mathis Wealth Management in Phoenix, AZ and has over 9 years of experience in the finance industry.

2
Jennifer Panicker, financial advisor Springfield VA
Jennifer L. Panicker
CRD#: 2672784
Springfield, VA

Jennifer Panicker (CRD# 2672784) is an Investment Advisor Representative working at Mathis Wealth Management in Springfield, VA and has over 20 years of experience in the finance industry.

3
Cameron Mathis, financial advisor Phoenix AZ
Cameron M. Mathis
CRD#: 7379031
7210 N 16th Street, Phoenix, AZ 85020

Cameron Mathis (CRD# 7379031) is an Investment Advisor Representative working at Mathis Wealth Management in Phoenix, AZ and has over 2 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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