# Matthews Wealth Management LLC

> Matthews Wealth Management LLC is a state-registered investment advisory firm in Greenville, SC, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 291443
- Filed as: MATTHEWS WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Greenville, SC
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/291443
- AdvisorCensus page: https://advisorcensus.com/firm/matthews-wealth-management-llc-greenville-sc-291443

## Quick answers

**How is Matthews Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Matthews Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Matthews Wealth Management LLC located?**
Matthews Wealth Management LLC's principal office is in Greenville, SC, according to its Form ADV.

**Is Matthews Wealth Management LLC registered with the SEC or a state?**
Matthews Wealth Management LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 291443.

**How much does Matthews Wealth Management LLC manage?**
Matthews Wealth Management LLC reports $39,342,244 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (80% discretionary).

**What types of clients does Matthews Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (65); high net worth individuals (23).

**Does Matthews Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/291443

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $39,342,244
- Discretionary: $31,303,916
- Non-discretionary: $8,038,328

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 65 | $15,409,489 |
| High net worth individuals | 23 | $22,756,353 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,176,402 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- matthewswm.com
- Facebook @MatthewsWealthManagement
- LinkedIn @matthews-wealth-management
- YouTube @UCUj55V-Ybuhzf0y3XdHCGVQ
- YouTube @UCd0DrpbXuOPpTa5tF37Caiw

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Matthews Wealth Management LLC (CRD 291443): Form ADV filing data as of October 2026.