MATTHEWS WEALTH MANAGEMENT LLC

MATTHEWS WEALTH MANAGEMENT LLC of GREENVILLE, SC is an SEC-registered investment adviser (CRD 291443). Regulatory assets under management: $39.3M.

Registration

• CRD: 291443
• Type: Registered investment adviser
• Location: 330 E. COFFEE STREET, GREENVILLE, SC, 29601
• Phone: (864) 527-5982
• Latest filing: 2026-03-26
• Regulatory AUM: $39.3M
• Discretionary AUM: $31.3M
• Non-discretionary AUM: $8.0M
• Clients: 2
• Accounts: 256

Business model

Compensation: % of AUM, Hourly, Fixed.

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 291443 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search