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Managing Member and Chief Compliance Officer · Mathis Wealth Management

Larry L. Mathis

CRD 2282125 · 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 Larry L. Mathis on its Form ADV as Managing Member and Chief Compliance Officer, a control person.

Firms and roles

  • Mathis Wealth ManagementManaging Member and Chief Compliance OfficerWealth manager · Phoenix, AZ · $213M in regulatory assets

AtlasMembers

Larry’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

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