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MATHIS WEALTH MANAGEMENT
LARRY MATHIS FINANCIAL PLANNING, L.L.C.
CRD 172858 · SEC 801-128560
7210 N 16TH STREET, PHOENIX, AZ, 85020, United States
Phone
602-393-0501
Fax
800-391-6075
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$212.8M
Discretionary AUM
$200.1M
Team
5 total employees; 5 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; REF'L FEES FROM 3RD PARTY RIAS; EDUCATIONAL SEMINARS & WORKSHOPS
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminarsFINANCIAL CONSULTATIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 229 | $80.1M |
| High net worth individuals | 75 | $119.1M |
| Pension/profit sharing plans | 6 | $11.8M |
States served
AZ, CA, VA, TX
All web addresses on file
Official SEC filing: View on IAPD