POGSON & MATT WEALTH MANAGEMENT GROUP

POGSON & MATT WEALTH MANAGEMENT GROUP of PHOENIX, AZ is an SEC-registered investment adviser (CRD 155377). Regulatory assets under management: $89.9M.

Registration

• CRD: 155377
• Type: Registered investment adviser
• Location: 6930 E. CHAUNCEY LANE, PHOENIX, AZ, 85054
• Phone: 480-334-2267
• Latest filing: 2026-03-30
• Regulatory AUM: $89.9M
• Discretionary AUM: $89.9M
• Clients: 3
• Accounts: 355

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155377 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search