Matthews Wealth Management LLC

Matthews Wealth Management LLC (CRD# 291443) is a financial advisory firm headquartered in Greenville, SC. They manage $24,331,028 in 202 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
330 E. Coffee Street, Greenville, SC 29601
https://www.youtube.com/channel/ucd0drpbxuoppta5tf37caiw
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    202
    ACCOUNTS
  • Average Account Value
    $120,451
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, SC

Financial Advisors at Matthews Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Richard Matthews, financial advisor Greenville SC
Richard A. Matthews
CRD#: 4970587
330 E. Coffee Street, Greenville, SC 29601

Richard Matthews (CRD# 4970587) is an Investment Advisor Representative working at Matthews Wealth Management LLC in Greenville, SC and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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