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MATHIS WEALTH MANAGEMENT
PHOENIX, AZ
602-393-0501
SEC #801-128560Total AUM
$212.8M
Employees
5Clients
311Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7210 N 16TH STREET
PHOENIX
AZ 85020
United States
PHOENIX
AZ 85020
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
602-393-0501
Other Offices
3
Financials
Total AUM
$212.8M
Accounts
703Discretionary
$200.1M
Accounts
692Non-Discretionary
$12.7M
Accounts
11
Clients
Individual Clients
229AUM
$80.1M
HNW Individual Clients
75AUM
$119.1M
Pension/Profit Sharing Plan Clients
6AUM
$11.8M
Charitable Organization Clients
1AUM
$1.8M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
FINANCIAL CONSULTATIONS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REF'L FEES FROM 3RD PARTY RIAS; EDUCATIONAL SEMINARS & WORKSHOPS
Compliance
Disclosures
None reported
State Registrations
AZCATXVA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.