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Matthews Wealth Management LLC
MATTHEWS WEALTH MANAGEMENT LLC is a state-registered investment adviser in GREENVILLE, SC. The firm manages $39 million in assets, $31 million on a...
Overview
MATTHEWS WEALTH MANAGEMENT LLC is a state-registered investment adviser in GREENVILLE, SC. The firm manages $39 million in assets, $31 million on a discretionary basis. It has 2 employees and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Greenville
Corporate office
Charlotte, NC, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Matthews Wealth Management?
The firm's ownership and leadership team are not publicly named. As an RIA, investment decisions are made by a committee of advisors, though individual names are not disclosed.
Does Matthews Wealth Management participate in fund commitments or only direct deals?
The firm participates in both fund commitments and direct deals. It commits capital to private credit funds, hedge funds, and infrastructure funds, and also co-invests directly in real estate and energy transition projects.
What investment stages does Matthews Wealth Management typically target?
Matthews Wealth Management focuses on mature investments with income-oriented returns, such as private credit, infrastructure, and real estate, rather than early-stage venture capital. It targets growth-stage and opportunistic assets.
Which sectors does Matthews Wealth Management explicitly avoid?
The firm does not publicly disclose any excluded sectors. Its known focuses are private credit, real estate, hedge funds, infrastructure, and energy transition & renewables.
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