LARRY MATHIS FINANCIAL PLANNING, L.L.C.
Doing business as MATHIS WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$212,818,466
Discretionary
$200,113,282
Non-discretionary
$12,705,184
Firm details
- CRD number
- 172858
- SEC file number
- 801-128560
- Main office
- PHOENIX, AZ, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of November 2026.