# MATHIS WEALTH MANAGEMENT

> FINRA firm 172858 · ACTIVE · PHOENIX, AZ

## Key facts

- **FINRA firm ID:** 172858
- **Firm name:** MATHIS WEALTH MANAGEMENT
- **Other names:** LARRY MATHIS FINANCIAL PLANNING, L.L.C., MATHIS WEALTH MANAGEMENT, MATHIS PUBLIC SAFETY RETIREMENT
- **Investment Adviser scope:** ACTIVE
- **SEC IA file number:** 801-128560
- **Branches:** 3
- **Has disclosure events:** No
- **Headquarters:** PHOENIX, AZ, 85020, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/172858

## Citation

> FINRA BrokerCheck, firm 172858 (MATHIS WEALTH MANAGEMENT). Retrieved via AI Analytics 2026-05-22 from https://api.ai-analytics.org/broker/172858.

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