Mattox Wealth Management, LLC

Mattox Wealth Management, LLC (CRD# 311389) is a financial advisory firm headquartered in Southlake, TX. They manage $3,888,549 in 7 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
550 Reserve Street, Suite 190, Southlake, TX 76092
https://www.linkedin.com/company/mattox-wealth-management-llc
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $555,507
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Mattox Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Aaron Mattox, financial advisor Southlake TX
Aaron M. Mattox
CRD#: 5454744
550 Reserve Street, Suite 190, Southlake, TX 76092

Aaron Mattox (CRD# 5454744) is an Investment Advisor Representative working at Mattox Wealth Management, LLC in Southlake, TX and has over 16 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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