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 20 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 18 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 20 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 29 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 20 years of experience in the finance industry.

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