Mathis Wealth Management

Investment Management • Phoenix, Arizona, United States • 1-10 Employees

Company overview

Headquarters	7210 N. 16th Street, Phoenix, Arizona 85020, US
Phone number	+16023930501
Website	mathiswealth.com
NAICS	5231
SIC	628
Keywords	Debt Management, Insurance Services, Comprehensive Financial Planning, Tax Planning, Families, Retirement Planning, Insurance, Financial Planning, Estate Planning, Investment Management, Retirees, Financial Wellness, Public Safety Professionals, Active Retirees
Founded	2015
Employees	1-10
Socials

Key Contacts at Mathis Wealth Management

Larry Mathis

Ceo At Mathis Wealth Management

Jennifer Panicker

Operations Director

Mathis Wealth Management Email Formats

Mathis Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@mathiswealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@mathiswealth.com	100%

About Mathis Wealth Management

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.

Mathis Wealth Management revenue & valuation

Annual revenue	$598,885
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$2,000,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

C-Suite

Director

Employees by Department

Mathis Wealth Management has 4 employees across 1 departments.

Departments

Number of employees

Funding Data

Mathis Wealth Management has never raised funding before.

Mathis Wealth Management Tech Stack

Discover the technologies and tools that power Mathis Wealth Management's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

ElementsKit

WordPress plugins

Slick

JavaScript libraries

Swiper

JavaScript libraries

Google Maps

Maps

Hello Elementor

WordPress themes

Elementor

Page builders

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

PHP

Programming languages

Calendly

Appointment scheduling

WordPress

Blogs

Frequently asked questions

Mathis Wealth Management is located in Phoenix, Arizona, US.

You can reach Mathis Wealth Management at +16023930501.

Mathis Wealth Management was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

Mathis Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Mathis Wealth Management

Larry Mathis

Ceo At Mathis Wealth Management

Jennifer Panicker

Operations Director

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