What departments does Mathis Wealth Management have?

Mathis Wealth Management has employees across 1 departments including Administrative.

What is the largest department at Mathis Wealth Management?

The largest department at Mathis Wealth Management is Administrative with 1 employees.

Where are Mathis Wealth Management employees located globally?

Mathis Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has Mathis Wealth Management's team size changed over time?

Mathis Wealth Management's team has remained stable from approximately 4 to 4 employees based on available data.

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Mathis Wealth Management Employee Directory

Investment ManagementArizona, United States2-10 Employees

Mathis Wealth Management is an investment management firm that emphasizes proactive, values-based financial planning. Securities offerings are provided through United Planners Financial Services, while advisory services are offered by Mathis Wealth Management as a registered investment adviser not affiliated with United Planners. The firm aims to support clients such as families managing intergenerational wealth and retirees seeking financial wellness in making educated, aligned financial decisions.
Headquartered in Phoenix, Arizona, the company positions itself as a partner focused on ongoing financial stewardship rather than a one-off engagement. In May 2024, Mathis Wealth Management expanded its footprint through the acquisition of a wealth management practice based in Ventura, California.

Mathis Wealth Management Global Highlights

North America
7

United States Of America
7

Mathis Wealth Management's Leadership

R. G.
Corporate Secretary
Mobile Phone
Email

Mathis Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Finance
Accounting
Administrative
Analytics
Other

Contact profiles from Mathis Wealth Management

Name

Title

Contact Info

Location

Last Update

R. G.
Corporate Secretary
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Mathis Wealth Management known for?

Mathis Wealth Management was founded in 2015 operates in the Investment Management industry. Explore Mathis Wealth Management's company overview page for more information.

What is Mathis Wealth Management's most common email format?

Mathis Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Mathis Wealth Management email formats with LeadIQ.

How many employees does Mathis Wealth Management have currently?

Mathis Wealth Management has approximately 7 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Mathis Wealth Management's key employees and leadership?

As of July 2026, Mathis Wealth Management's key employees include:

Corporate Secretary: R. G.

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Mathis Wealth Management Employee Directory

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