Mathis Wealth Management

Mathis Wealth Management (CRD# 172858) is a financial advisory firm headquartered in Phoenix, AZ. They manage $107,345,515 in 431 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
7210 N 16th Street, Phoenix, AZ 85020
https://twitter.com/larrymathis
By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    431
    ACCOUNTS
  • Average Account Value
    $249,062
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
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 - 4 of 4 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 8 years of experience in the finance industry.

2
Larry Mathis, financial advisor Phoenix AZ
Larry L. Mathis
CRD#: 2282125
7210 N 16th Street, Phoenix, AZ 85020

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.

3
Jennifer Panicker, financial advisor Phoenix AZ
Jennifer L. Panicker
CRD#: 2672784
7210 N 16th Street, Phoenix, AZ 85020

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.

4
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 1 year 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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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