Mathis Wealth Management
Mathis Wealth Management is an SEC-registered mass-market adviser in Phoenix, AZ with $212.8M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Mathis Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 172858, SEC 801-128560, data through 2026-03-04.
- AUM (assets under management / regulatory AUM)
- $212.8M (2026-03-04)
- Firm type
- Mass-Market Adviser
- Location
- Phoenix, AZ
- Employees
- 5
- Clients
- 310
- CRD
- 172858
- Ownership
- MATHIS, LARRY, LEE; MATHIS, CAMERON, MAXWELL
How much AUM does Mathis Wealth Management have?
Mathis Wealth Management reported $212.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-04).
Who owns Mathis Wealth Management?
Disclosed owners and executives of Mathis Wealth Management include MATHIS, LARRY, LEE, MATHIS, CAMERON, MAXWELL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.