Mathis Wealth Management
Mathis Wealth Management (CRD# 172858) is a financial advisory firm headquartered in Phoenix, AZ. They manage $98,993,374 in 441 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management99MILLION
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Total Number of Accounts441ACCOUNTS
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Average Account Value$224,475
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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

AZ, TX
Phillip Adams (CRD# 6344169) is an Investment Advisor Representative working at Mathis Wealth Management in Phoenix, AZ and has over 8 years of experience in the finance industry.
Larry Mathis (CRD# 2282125) is an Investment Advisor Representative working at Mathis Wealth Management in Phoenix, AZ and has over 30 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.
Jennifer Panicker (CRD# 2672784) is an Investment Advisor Representative working at Mathis Wealth Management in Phoenix, AZ and has over 19 years of experience in the finance industry.
Cameron Mathis (CRD# 7379031) is an Investment Advisor Representative working at Mathis Wealth Management in Phoenix, AZ and has 1 year of experience in the finance industry.