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| Larry Mathis Financial Planning LLC
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| CRD # | 172858 |
| SEC # | 801-128560 |
| CIK # | 0002118274 |
| AUM | 212.8 M (2026-03-04) |
| Employees | 5 (100% Investors, 100% Brokers) |
| Phone | 602-393-0501 |
| Address | 7210 N 16th Street Phoenix, AZ 85020 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002118274 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| CRH Public Ltd Co | 4.1 | ||
| Nvidia Corp | 1.8 | ||
| UnitedHealth Group Inc | 1.5 | ||
| J P Morgan Chase & Co | 1.4 | ||
| AbbVie Inc | 1.4 | ||
| Microsoft Corp | 1.4 | ||
| McDonalds Corp | 1.3 | ||
| Bank of America Corp /DE/ | 1.3 | ||
| Denali Holding Inc | 1.2 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.2 | ||
| Merck & Co Inc | 1.2 | ||
| Home Depot Inc | 1.1 | ||
| SPDR Gold Trust | 1.1 | ||
| Amazon Com Inc | 1.1 | ||
| Wellpoint Inc | 1.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 229 | 80.1 |
| (b) Individuals (high net worth individuals) | 75 | 119.1 |
| (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 | 6 | 11.8 |
| (h) Charitable organizations | 0 | 1.8 |
| (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 | 703 | 212.8 |
| By Discretionary | ||
| Discretionary | 692 | 200.1 |
| Non-Discretionary | 11 | 12.7 |
| Total | 703 | 212.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 212.8 | |
| Total | 703 | 212.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002118274] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Elite Income Advisors Inc
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|
MD | 213.4 M |
|
AO Wealth Advisory LLC
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MI | 212.9 M |
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Sensenig Capital Advisors Inc
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212.6 M | |
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Urban Wealth Management Group LLC
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212.5 M | |
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Brixton Capital Wealth Advisors LLC
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NY | 212.4 M |
|
Madrid Wealth Management LLC
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NM | 212.1 M |
|
Jamison Hanson Advisors LLC
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OR | 212.0 M |
|
Diamond Wealth Management LLC
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|
UT | 212.0 M |