Overview
Assets Under Management: $213 million
Headquarters: PHOENIX, AZ
High-Net-Worth Clients: 75
Average Client Assets: $1.6 million
Frequently Asked Questions
MATHIS WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #172858), MATHIS WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
MATHIS WEALTH MANAGEMENT is headquartered in PHOENIX, AZ.
MATHIS WEALTH MANAGEMENT serves 75 high-net-worth clients according to their SEC filing dated March 04, 2026. View client details ↓
According to their SEC Form ADV, MATHIS WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
MATHIS WEALTH MANAGEMENT manages $213 million in client assets according to their SEC filing dated March 04, 2026.
According to their SEC Form ADV, MATHIS WEALTH MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.95%
Average Client Assets: $1.6 million
Total Client Accounts: 703
Discretionary Accounts: 692
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 172858
Filing ID: 2056138
Last Filing Date: 2026-03-04 12:23:36