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Mathis Wealth Management

Mathis Wealth Management. CRD 172858

M

CRD: 172858

Mathis Wealth Management

Phoenix, AZ, 85020
6023930501
mathiswealth.com
$212.8M Total AUM
$200.1M Disc. AUM
-- 3Y CAGR
5 Employees
311 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
American Funds · Axos · Charles Schwab & Company
Clients
Retail and Institutional
Platforms
ValueEmber +more
Established Date
03-17-2015
Office Locations
3

Office Locations

7210 N 16th Street Phoenix AZ
-- Broadlands VA
-- Lake Forest CA

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.

Team overview

59 AVG AGE
$42.6M AVG AUM / ADVISOR
$684.3K AVG AUM / CLIENT
7.6 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
11yrs Firm Age

Insights

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Asset Classes

Timber

Client Personas

Vector glacier Oak momentum

Custodian

Catalyst Ember Zenith Alpha beacon Wave wave Element

Fund Managers

Matrix meridian

Investment Themes

Oak Glacier Beacon meridian Vector atlas

Investment Vehicles

Fusion

Platform

Legacy capital Insight

Services

Atlas radial Momentum Momentum North legacy Fusion Summit Ridge Alpha Wave Capital wave

Technology

Crest North vertex Zenith Matrix meridian Glacier foundation Delta

Owner & Executives

LARRY LEE MATHIS

LARRY LEE MATHIS

Certified Financial Planner, Chief Compliance Officer, Managing Member

CRD
#2282125
Ownership
75% or more
(519) 965-3954
momentum.peak@alphacapital.com
in linkedin.com/in/momentum-matrix
C

CAMERON MAXWELL MATHIS

Financial Advisor, General Partner

CRD
#7379031
Ownership
Less than 5%
(449) 807-1056
matrix.pioneer@zenithcapital.com
in linkedin.com/in/zenith-quantum

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Contacts

P

PHILLIP J ADAMS

Financial Advisor, General Partner

CRD
#6344169
(274) 223-6203
vital.foundation@fusioncapital.com
in linkedin.com/in/catalyst-focus
J

JENNIFER LYNN PANICKER

Investment Advisor Representative

CRD
#2672784
(574) 507-7737
vital.zenith@oakcapital.com
in linkedin.com/in/vertex-element
V

Vertex legacy

Quantum oak vertex

CRD
#65619
(606) 800-3496
vital.horizon@elementcapital.com
in linkedin.com/in/radial-pioneer

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-05-2023
11-27-2024
11-11-2025
03-04-2026
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

Total SMA Asset: $212,818,466

$212.8M Total SMA
Public Funds:
24.9%
Equity - Exchange:
31.9%
Cash:
11.8%
U.S. Government/Agency:
31.4%
Asset class Assets Assets %
Public Funds $1,185,852,023 24.9%
Equity - Exchange $1,519,224,077 31.9%
Cash $561,970,035 11.8%
U.S. Government/Agency $1,495,411,788 31.4%
Total $4,762,457,923 100.0%

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