Mathis Wealth Management

Overview

Mathis Wealth Management is an SEC registered investment adviser based in Phoenix, AZ, registered since 2015. It reports $213M in assets under management across 703 accounts, with 5 employees. It has 5 investment adviser representatives.

Reported AUM

$213M

Discretionary

94%

Accounts

703

Average account

$303K

Employees

5

Advisory reps

5

Registered since

2015

Jurisdictions

4

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Executive officers 2 of 2

• Larry Lee Mathis Managing Member, Chief Compliance Officer CRD 2282125
• Cameron Maxwell Mathis Vice President - Wealth Management CRD 7379031

Advisory reps 3 of 5

• Phillip J Adams Registered Rep · Investment Adviser Rep CRD 6344169
• Cameron Maxwell Mathis Insurance Agent · Registered Rep · Investment Adviser Rep CRD 7379031
• Larry Lee Mathis Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2282125

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

7210 N 16th St
Phoenix, AZ 85020

County

Maricopa

Metro area

Phoenix-Mesa-Chandler, AZ

Region

West

Registrations

• SEC registered
• Registered in 4 jurisdictions
• Website: mathiswealth.com

Every state, with registration dates

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