Pogson & Matt Wealth Management Group, LLC

Pogson & Matt Wealth Management Group, LLC (CRD# 155377) is a financial advisory firm headquartered in Phoenix, AZ. They manage $67,250,000 in 415 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    415
    ACCOUNTS
  • Average Account Value
    $162,048
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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 Pogson & Matt Wealth Management Group, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Ronald D. Gregg
CRD#: 2250270
6930 E. Chauncey Lane, Suite 295, Phoenix, AZ 85054
93
Wealthminder
score

Ronald Gregg (CRD# 2250270) is an Investment Advisor Representative working at Pogson & Matt Wealth Management Group, LLC in Phoenix, AZ and has over 21 years of experience in the finance industry.

2
James L. Matt
CRD#: 3070148
6930 E. Chauncey Lane, Suite 295, Phoenix, AZ 85054
93
Wealthminder
score

James Matt (CRD# 3070148) is an Investment Advisor Representative working at Pogson & Matt Wealth Management Group, LLC in Phoenix, AZ and has over 19 years of experience in the finance industry.

3
William J. Mullenmeister
CRD#: 2809451
6930 E. Chauncey Lane, Suite 295, Phoenix, AZ 85054
93
Wealthminder
score

William Mullenmeister (CRD# 2809451) is an Investment Advisor Representative working at Pogson & Matt Wealth Management Group, LLC in Phoenix, AZ and has over 21 years of experience in the finance industry.

4
Kenneth S. Pogson
CRD#: 1499163
6930 E. Chauncey Lane, Suite 295, Phoenix, AZ 85054
93
Wealthminder
score

Kenneth Pogson (CRD# 1499163) is an Investment Advisor Representative working at Pogson & Matt Wealth Management Group, LLC in Phoenix, AZ and has over 30 years of experience in the finance industry.

5
Roger S. Bracken
CRD#: 2792554
6930 E. Chauncey Lane, Suite 295, Phoenix, AZ 85054
83
Wealthminder
score

Roger Bracken (CRD# 2792554) is an Investment Advisor Representative working at Pogson & Matt Wealth Management Group, LLC in Phoenix, AZ and has over 21 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.