Mathis Wealth Management Employee Directory

Q: What is Mathis Wealth Management known for?

Mathis Wealth Management was founded in 2015. Mathis Wealth Management operates in the Investment Management industry.

Q: How many employees does Mathis Wealth Management have currently?

Mathis Wealth Management has approximately 7 employees.

Investment ManagementArizona, United States2-10 Employees

At Mathis Wealth Management, our goal is to inspire you to live with purpose, while making educated and informed financial decisions in every aspect of your life. We offer comprehensive financial services tailored to meet our clients' unique hopes, needs and values, whether you're a family steward making decisions about your family's wealth, or an active retiree looking for a confidant in your financial wellness. Through pro-active values-based financial planning, Mathis Wealth Management is prepared to be your partner and exceed your expectations.

Securities offered through United Planners Financial Services, member FINRA, SIPC. Advisory Services offered through Mathis Wealth Management, a registered investment advisory firm not affiliated with United Planners Financial Services.

Find Mathis Wealth Management employees' phone numbers or email addresses

Mathis Wealth Management Global Highlights

North America
7

United States Of America
7

Mathis Wealth Management's Leadership

L. M.
Ceo At Mathis Wealth Management
Mobile Phone
Email
J. P.
Operations Director
Mobile Phone
Email
P. A.
Financial Advisor
Mobile Phone
Email
C. M.
Financial Advisor
Mobile Phone
Email
P. A.
Licensed Life & Health Insurance Agent
Mobile Phone
Email
R. G.
Corporate Secretary
Mobile Phone
Email

Contact profiles from Mathis Wealth Management

Name

Title

Contact Info

Location

Last Update

L. M.
Ceo At Mathis Wealth Management
Mobile Phone
Email
United StatesArizona
Oct 20, 2025
J. P.
Operations Director
Mobile Phone
Email
United StatesArizona
Oct 27, 2025
P. A.
Financial Advisor
Mobile Phone
Email
United StatesArizona
Nov 12, 2025
C. M.
Financial Advisor
Mobile Phone
Email
United StatesArizona
May 29, 2025
P. A.
Licensed Life & Health Insurance Agent
Mobile Phone
Email
United StatesArizona
Oct 18, 2025
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 December 2025. These team members are located across 1 continents, including North America.

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

As of December 2025, Mathis Wealth Management's key employees include:

Ceo At Mathis Wealth Management: L. M.
Operations Director: J. P.
Financial Advisor: P. A.
Financial Advisor: C. M.
Licensed Life & Health Insurance Agent: P. A.

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