Matthews Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$38,165,842
Clients
88
26% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
88
Very HighAverage account size
$433,703
About
Matthews Wealth Management, LLC provides wealth management, investment management, financial planning, and assets-under-advisement services to individuals (including high-net-worth clients), trusts, estates and businesses. Like many supported firms, it generally charges percentage-of-assets fees and delivers portfolio management for individual accounts.
The firm’s investment approach is primarily long-term and portfolio-driven, building portfolios largely with ETFs and individual stocks while employing fundamental, technical and cyclical analysis; it manages both discretionary and non-discretionary accounts and may execute shorter-term trades as client objectives or market conditions dictate. Matthews also offers standalone financial planning engagements and assets-under-advisement advice that provide allocation guidance and monitoring without trading authority.
Noteworthy features include its scale and structure: a single registered advisor overseeing roughly 88 client relationships and about $39 million in assets while operating from three offices, and a recent expansion to offer assets-under-advisement services. The firm maintains an institutional relationship with a major custodian, which provides technology and operational support that the adviser says benefits its practice and clients.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Retirement income strategy
General retirement planning
Fee options
Up to $10,000 fixed engagement fee for financial planning services.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.85% $5,000,001+: 0.75%
Up to $250 per hour for financial planning services.
Fee-only: Wealth management and investment advisory fees are tiered as specified above; fees may be negotiable.
Main office location
Matthews Wealth Management LLC
330 E. Coffee Street
Greenville SC 29601, United States
Number of offices
3
Most active in
Matthews Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
North Carolina · South Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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