MATTHEWS WEALTH MANAGEMENT LLC

Overview

Matthews Wealth Management LLC is an independent registered investment adviser operating as a limited liability company that serves individual and family clients, with a particular focus on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees and operates primarily as a discretionary manager — roughly three-quarters of its reported assets are managed on a discretionary basis. Investment activity shows a clear bias to listed equities: exchange-traded securities are the single largest asset class the firm uses, and equities are identified as the preferred allocation sleeve. Matthews Wealth Management does not position itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices