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POGSON & MATT WEALTH MANAGEMENT GROUP
POGSON & MATT WEALTH MANAGEMENT GROUP, LLC
CRD 155377
6930 E. CHAUNCEY LANE, SUITE 295, PHOENIX, AZ, 85054, United States
Phone
480-334-2267
Fax
480-502-9121
Registration
— (—)
Source
State registered
Total AUM
$89.9M
Discretionary AUM
$89.9M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 104 | $25.5M |
| High net worth individuals | 29 | $64.4M |
All web addresses on file
Official SEC filing: View on IAPD