RIA Intel›Advisers›Arizona›POGSON & MATT WEALTH MANAGEMENT GROUP, LLC

POGSON & MATT WEALTH MANAGEMENT GROUP, LLC

Advisory

PHOENIX, AZ

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in AZ

#285

of 387 advisers by AUM

Average account

$253K

across 355 accounts

AUM per adviser

$30M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$90M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$90M

Discretionary AUM$90M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients133

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

133 clients

29 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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