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- Custodian
- American Funds · Axos · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-17-2015
- Office Locations
- 3
Office Locations
About Mathis Wealth Management
Mathis Wealth Management provides customized, values-based financial planning and investment management for families and couples, active retirees, and public safety professionals. The team emphasizes advanced planning and integrated advice, including life, disability, and long-term care insurance. Known for deep experience with public safety retirement systems, portfolios commonly use mutual funds and ETFs.
Reported data analysis
What the numbers show
Between November 11, 2025 and September 30, 2026, reported AUM increased 16.2%, from $183.1M to $212.8M.
Across 4 reported observations, AUM increased 94.0% between October 5, 2023 and September 30, 2026, from $109.7M to $212.8M.
Of the latest reported AUM, 94.0% is discretionary and 6.0% is non-discretionary.
The firm reports 5 advisory representatives and 311 clients, or 62.2 clients per representative. That equates to $684.3K in reported AUM per client.
The profile lists 3 reported office locations and 11 years in operation. The source data was last updated on September 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Industry Interests
- Investment Themes
- Investment Vehicles
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- Services
- Technology
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Owner & Executives
LARRY LEE MATHIS
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #2282125
- Ownership
- 75% or more
CAMERON MAXWELL MATHIS
Financial Advisor, General Partner
- CRD
- #7379031
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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PHILLIP J ADAMS
Financial Advisor, General Partner
- CRD
- #6344169
JENNIFER LYNN PANICKER
Investment Advisor Representative
- CRD
- #2672784
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $200,113,282 | $289,181 |
| Non-Discretionary | $12,705,184 | $1,155,017 |
| Total | $212,818,466 | $302,729 |
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Separately Managed Accounts
SMA allocation detail is available
Mathis Wealth Management has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.