RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Arizona
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 11, 2025
Branch Offices
3

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MATHIS, CAMERON, MAXWELLIVICE PRESIDENT - WEALTH MANAGEMENTNA Control
MATHIS, CAMERON, MAXWELLIVICE PRESIDENT - WEALTH MANAGEMENTNA Control
MATHIS, LARRY, LEEIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
MATHIS, LARRY, LEEIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
MATHIS, LARRY, LEEIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
MATHIS, LARRY, LEEIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
MATHIS, LARRY, LEEIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
MATHIS, LARRY, LEEIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
MATHIS, LARRY, LEEIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
MATHIS, LARRY, LEEIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
MATHIS, LARRY, LEEIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
MATHIS, LARRY, LEEIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
MATHIS, LARRY, LEEIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
MATHIS, LARRY, LEEIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
MATHIS, LARRY, LEEIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
MATHIS, LARRY, LEEIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Nov 11, 2025 REGISTERED

Notice Filings (4)

AZ CA TX VA

Address

7210 N 16TH STREET
PHOENIX, AZ 85020
United States
Phone: 602-393-0501