RIA Intel›Advisers›South Carolina›MATTHEWS WEALTH MANAGEMENT LLC

MATTHEWS WEALTH MANAGEMENT LLC

Advisory

GREENVILLE, SC

Data as of Mar 26, 2026 · Source: SEC Form ADV

Average account
$154K
across 256 accounts
AUM per adviser
$39M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$39M
Discretionary %
79.6%
Clients
88
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$39M
Discretionary AUM$31M
Non-Discretionary AUM$8M
Discretionary %79.6%
Total Clients88
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNC, SC
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in SC

Closest by assets under management. All figures from Form ADV.

GREENSIDE FINANCIAL, LTD
$39M
CHESNEY AND COMPANY LLC
YEMASSEE, SC
$40M
-44.3% 1Y
GREENVILLE CAPITAL ADVISORS, LLC
GREENVILLE, SC
$40M
J. BENJAMIN FINANCIAL, LLC
MOUNT PLEASANT, SC
$38M
LIBERTY ADVISORS, LLC
ANDERSON, SC
$38M
+139.3% 1Y
JHH WEALTH, LLC
GREENVILLE, SC
$41M
0.0% 1Y

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