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).
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Total Assets Under Management160MILLION
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Total Number of Accounts698ACCOUNTS
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Average Account Value$229,187
- 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, CA, TX, VA
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.
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.
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.