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Vice President - Wealth Management · Mathis Wealth Management

Cameron M. Mathis

CRD 7379031 · Named on Form ADV at one SEC-registered adviser

At a glance

Mathis Wealth Management, an SEC-registered wealth manager based in Phoenix, AZ with $213 million in regulatory assets, lists Cameron M. Mathis on its Form ADV as Vice President - Wealth Management, a control person.

Firms and roles

AtlasMembers

Cameron’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Larry L. MathisManaging Member and Chief Compliance Officer, Mathis Wealth Management

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Cameron’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.