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Mattix Wealth Management LLC
Mattix Wealth Management serves retirement-minded clients who are in or nearing retirement. The firm offers financial planning and wealth management services,...
Mattix Wealth Management LLC
Mattix Wealth Management serves retirement-minded clients who are in or nearing retirement. The firm offers financial planning and wealth management services, investments, and insurance products, with a Purpose-Driven Retirement Plan focused on clarity, flexibility, and protection. As fiduciary advisors, they are legally and ethically obligated to act in clients' best interests.
General information
Firm type
RIA
Location
Country
United States
City
Jeffersonville
Principals
Brad Mattix
Founder and CEO; Managing Member, Investment Advisor Representative
Frequently asked questions
Does Mattix Wealth Management LLC publicly disclose its leadership?
No named principals or executives are publicly listed for Mattix Wealth Management LLC. The firm does not appear to maintain a public-facing website or workforce profile.
What are the known investment strategies of Mattix Wealth Management LLC?
No investment strategies, asset-class preferences, or portfolio holdings are publicly linked to the firm. Its approach to direct deals, fund commitments, or other deployment methods is undocumented.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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