# Mattix Wealth Management LLC

Mattix Wealth Management LLC is a RIA based in Jeffersonville, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Jeffersonville, United States
- **Assets under management:** Undisclosed
- **Website:** mattixwealth.com

## Regulatory record

- **CRD number:** 226648
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/226648

## About

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.

## People

- Brad Mattix — Founder and CEO; Managing Member, Investment Advisor Representative

## 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.

## Related profiles

- [Rock Steady Wealth](https://altss.com/profile/rock-steady-wealth-inc)
- [BetterWealth LLC](https://altss.com/profile/betterwealth-llc)

---

Last updated: 2026-08-11T15:07:26.757Z

Canonical page: https://altss.com/profile/mattix-wealth-management-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology