This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-02-2018
- Office Locations
- 1
Office Locations
About Matthews Wealth Management LLC
Matthews Wealth Management is a Greenville, SC RIA led by Richard A. Matthews providing goal-based financial planning and portfolio design for individuals and families, including retirement income planning, education/529 strategies, tax planning, insurance needs analysis, and estate planning. Portfolios emphasize disciplined asset allocation and risk management, with significant ETF usage. Clients custody with Schwab and use RightCapital planning with Morningstar reporting.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RICHARD ALAN MATTHEWS
Chief Compliance Officer, Principal
- CRD
- #4970587
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,303,916 | -- |
| Non-Discretionary | $8,038,328 | -- |
| Total | $39,342,244 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing