LARRY MATHIS FINANCIAL PLANNING, L.L.C.

← Back to list

LARRY MATHIS FINANCIAL PLANNING, L.L.C.

UUID071f3927-32d0-55ea-a1e3-b969ae4595de

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:52

Updated2025-10-23 02:24:36

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	172858	172858	—	1.0
sec_file_number	801-128560	801-128560	—	—

Profile

WebsiteHTTPS://WWW.FACEBOOK.COM/MATHISWEALTHMANAGEMENT/

HQ CityPHOENIX

HQ StateAZ

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

Aliases:

MATHIS WEALTH MANAGEMENT adv_part1

ADV Metrics

Assets & Accounts

RAUM (total)183,072,921.0
RAUM (discretionary)177,074,868.0
Actionable assets101,550,233.0
Accounts691.0

Institutional Clients

Government AUM0.0
Pension AUM5,171,714.0
Charitable AUM1,476,830.0
HNW AUM94,901,689.0

As of 2025-04-23 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
MATHIS, CAMERON, MAXWELL	VICE PRESIDENT - WEALTH MANAGEMENT	OFFICER	—	{"filing_id": "2014264", "owner_id": "7379031", "source": "adv_part1", "table": "Schedule_A_B"}
MATHIS, LARRY, LEE	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2014264", "owner_id": "2282125", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:36 • csv
```
{
  "date_submitted": "09/16/2025 04:42:20 PM",
  "filing_id": "2014264",
  "reg_type": "IA"
}
```

LARRY MATHIS FINANCIAL PLANNING, L.L.C.

Available Loaders

SEC Form ADV (XLSX Metrics)

SEC Form ADV Part 1 (Bulk)

Identifiers

Profile

ADV Metrics

Assets & Accounts

Institutional Clients

People

Outbound Affiliations

Inbound Affiliations

Evidence

adv_part1