# Pogson & Matt Wealth Management Group

> Pogson & Matt Wealth Management Group is a state-registered investment advisory firm in Phoenix, AZ, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 155377
- Filed as: POGSON & MATT WEALTH MANAGEMENT GROUP
- Legal name: Pogson & Matt Wealth Management Group, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Phoenix, AZ
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/155377
- AdvisorCensus page: https://advisorcensus.com/firm/pogson-and-matt-wealth-management-group-phoenix-az-155377

## Quick answers

**How is Pogson & Matt Wealth Management Group compensated?**
On its Form ADV (Item 5.E, October 2026), Pogson & Matt Wealth Management Group reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Pogson & Matt Wealth Management Group located?**
Pogson & Matt Wealth Management Group's principal office is in Phoenix, AZ, according to its Form ADV.

**Is Pogson & Matt Wealth Management Group registered with the SEC or a state?**
Pogson & Matt Wealth Management Group is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 155377.

**How much does Pogson & Matt Wealth Management Group manage?**
Pogson & Matt Wealth Management Group reports $89,917,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Pogson & Matt Wealth Management Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (104); high net worth individuals (29).

**Does Pogson & Matt Wealth Management Group 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/155377

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $89,917,000
- Discretionary: $89,917,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 104 | $25,536,225 |
| High net worth individuals | 29 | $64,380,775 |

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

### Firm details
- Registered since: 2011 (15 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pogsonmatt.com
- LinkedIn @pogson-matt-wealth-management-group
- X @pogsonmatt

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pogson & Matt Wealth Management Group (CRD 155377): Form ADV filing data as of October 2026.