← Back to searchVisit website
MATTHEWS WEALTH MANAGEMENT LLC
CRD 291443
330 E. COFFEE STREET, GREENVILLE, SC, 29601, United States
Phone
(864) 527-5982
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$39.3M
Discretionary AUM
$31.3M
Team
2 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 65 | $15.4M |
| High net worth individuals | 23 | $22.8M |
All web addresses on file
Official SEC filing: View on IAPD