Mathis Wealth Management - M&A Summary and Business Overview

Financial ServicesCompany

Mathis Wealth Management M&A Summary

Mathis Wealth Management has acquired 1 company, including 1 in the last 5 years.

Mathis Wealth Management has acquired in 1 US state. The Company’s most targeted sectors include financial services (100%).

Mathis Wealth Management Business Overview

Where is Mathis Wealth Management headquartered?

Mathis Wealth Management is headquartered in Phoenix, Arizona.

What sector is Mathis Wealth Management in?

Mathis Wealth Management is a financial services company.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

Mathis Wealth Management

Mathis Wealth Management

7210 N 16th St.,
Phoenix, Arizona 85020
United States,
(800) 817-9406
www.mathiswealth.com

Mathis Wealth Management offers fiduciary financial planning and wealth management services to clients nationwide. Mathis Wealth Management is based in Phoenix, Arizona.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # - - - - - 1 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
RH Wealth Advisors 2024-05-01 - Add-on Acquisition
Ventura, California
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 1 (100%) - - -
Total 1 - - -

By Geo

State/Country Buy Value Sell Value
United States 1 - - -
  California 1 - - -
Total 1 - - -

Company Summary

SECTOR

Financial Services

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Arizona Companies , Financial Services Companies , United States Companies , Arizona Financial Services Companies , Arizona Financial Services with Acquisitions , Arizona Financial Services with Divestitures

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