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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Larry Mathis Financial Planning LLC
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|---|---|
| CRD # | 172858 |
| SEC # | 801-128560 |
| CIK # | |
| AUM | $183.1 M (2025-04-23) |
| Employees | 5 (100% Investors, 100% Brokers) |
| Phone | 602-393-0501 |
| Address | 7210 N 16th Street Phoenix, AZ 85020 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 244 | 81.5 |
| (b) Individuals (high net worth individuals) | 61 | 94.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 5.2 |
| (h) Charitable organizations | 0 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 691 | 183.1 |
| By Discretionary | ||
| Discretionary | 679 | 177.1 |
| Non-Discretionary | 12 | 6.0 |
| Total | 691 | 183.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 183.1 | |
| Total | 691 | 183.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Nestlerode & LOY Inc
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|
PA | 0.2 |
|
Mosley Wealth Management Inc
✚
|
CA | 0.2 |
|
Bond Tech Inc
✚
|
OH | 0.2 |
|
Sound Financial Strategies Group LLC
✚
|
MS | 0.2 |
|
Diamond Wealth Management LLC
✚
|
UT | 0.2 |
|
Caitlin John LLC
✚
|
MI | 0.2 |
|
Paradigm Investment Advisory LLC
✚
|
NJ | 0.2 |
|
Aegis Wealth Group LLC
✚
|
UT | 0.2 |
|
Familywealth Asset Management
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|
TX | 0.2 |
|
Plan Life & Wealth Management Inc
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|
CA | 0.2 |