LARRY MATHIS FINANCIAL PLANNING, L.L.C.
Legal name: MATHIS WEALTH MANAGEMENT
CRD #172858 SEC #801-128560 PHOENIX, AZ 602-393-0501
SEC Registered
Total AUM
$183.1M
Discretionary
$177.1M
Employees
5
Clients
1
Accounts
691
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $183.1M | $177.1M | $6M | 5 | 2 |
| Sep 2025 | $183.1M | $177.1M | $6M | 5 | 2 |
| Sep 2025 | $183.1M | $177.1M | $6M | 5 | 2 |
| Apr 2025 | $183.1M | $177.1M | $6M | 5 | 2 |
| Mar 2025 | $183.1M | $177.1M | $6M | 5 | 2 |
| Nov 2024 | $160M | $154.1M | $5.9M | 4 | 1 |
| Jun 2024 | $160M | $154.1M | $5.9M | 4 | 1 |
| Apr 2024 | $160M | $154.1M | $5.9M | 4 | 1 |
| Mar 2024 | $160M | $154.1M | $5.9M | 4 | 1 |
| Jan 2024 | $109.7M | $105.9M | $3.8M | 4 | 2 |
| Oct 2023 | $109.7M | $105.9M | $3.8M | 4 | 2 |
| Aug 2023 | $109.7M | $105.9M | $3.8M | 4 | 2 |
| Jul 2023 | $109.7M | $105.9M | $3.8M | 4 | 2 |
DateNov 2025
Total AUM$183.1M
Discretionary$177.1M
Non-Disc.$6M
Employees5
Clients2
DateSep 2025
Total AUM$183.1M
Discretionary$177.1M
Non-Disc.$6M
Employees5
Clients2
DateSep 2025
Total AUM$183.1M
Discretionary$177.1M
Non-Disc.$6M
Employees5
Clients2
DateApr 2025
Total AUM$183.1M
Discretionary$177.1M
Non-Disc.$6M
Employees5
Clients2
DateMar 2025
Total AUM$183.1M
Discretionary$177.1M
Non-Disc.$6M
Employees5
Clients2
DateNov 2024
Total AUM$160M
Discretionary$154.1M
Non-Disc.$5.9M
Employees4
Clients1
DateJun 2024
Total AUM$160M
Discretionary$154.1M
Non-Disc.$5.9M
Employees4
Clients1
DateApr 2024
Total AUM$160M
Discretionary$154.1M
Non-Disc.$5.9M
Employees4
Clients1
DateMar 2024
Total AUM$160M
Discretionary$154.1M
Non-Disc.$5.9M
Employees4
Clients1
DateJan 2024
Total AUM$109.7M
Discretionary$105.9M
Non-Disc.$3.8M
Employees4
Clients2
DateOct 2023
Total AUM$109.7M
Discretionary$105.9M
Non-Disc.$3.8M
Employees4
Clients2
DateAug 2023
Total AUM$109.7M
Discretionary$105.9M
Non-Disc.$3.8M
Employees4
Clients2
DateJul 2023
Total AUM$109.7M
Discretionary$105.9M
Non-Disc.$3.8M
Employees4
Clients2