MATHIS WEALTH MANAGEMENT

7210 N 16th Street
Phoenix, Arizona 85020
Tel: 602-393-0501

About MATHIS WEALTH MANAGEMENT

MATHIS WEALTH MANAGEMENT, formally registered with the SEC as MATHIS WEALTH MANAGEMENT. The firm was established in 08/11/2023. They have over 3 offices throughout the country.

MATHIS WEALTH MANAGEMENT is a Phoenix, Arizona based Financial Planning firm with nearly $159,972,660 assets under management, offering retirement planning & investment advisory services to 698 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	172858
SEC#	801-128560
Assets Managed by Firm	$159,972,660
No. of Clients	698
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (REF'L FEES FROM 3RD PARTY RIAS; EDUCATIONAL SEMINARS & WORKSHOPS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (FINANCIAL CONSULTATIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	698	$159,972,660
Individuals (other than high net worth individuals)	254	$77,959,541
High net worth individuals	58	$76,312,702
Pension and profit sharing plans	5	$4,319,535
Charitable organizations	Fewer than 5 clients	$1,380,882

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