Mathis Wealth Management completes acquisition of RH Wealth Advisors in Ventura, California
Acquiring Company
Mathis Wealth Management
Acquired Company
RH Wealth Advisors
PhoenixVenturaFinancial ServicesFinanceFintechLendingBankingFinancial ServicesConsultingDescription
Mathis Wealth Management, a Phoenix-based financial planning and wealth management firm, has acquired RH Wealth Advisors, a Ventura, California–based practice. This acquisition extends Mathis' business footprint into California and represents an important strategic step for the company.
Quick answer
Mathis Wealth Management is acquiring RH Wealth Advisors, announced May 1, 2024. Mathis Wealth Management is based in Phoenix, Arizona, United States.
- How much did Mathis Wealth Management pay for RH Wealth Advisors?
- The deal value was not disclosed.
- What does Mathis Wealth Management do?
- Mathis Wealth Management is a Phoenix-based financial planning and wealth management firm offering fiduciary financial planning and wealth management services to clients nationwide.
- Where are Mathis Wealth Management and RH Wealth Advisors based?
- Mathis Wealth Management is based in Phoenix, Arizona, United States. RH Wealth Advisors is based in Ventura, California, United States.
- Who are the decision-makers at Mathis Wealth Management?
- Fundz holds 1 contact at Mathis Wealth Management. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
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Who to call at Mathis Wealth Management, and when
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Frequently asked
Who acquired RH Wealth Advisors?
RH Wealth Advisors was acquired by Mathis Wealth Management, based in Phoenix. The deal was reported on May 1, 2024. Mathis Wealth Management is a Phoenix-based financial planning and wealth management firm offering fiduciary financial planning and wealth management services to clients nationwide. Mathis Wealth Management is privately held and operates in Financial Services.
When did Mathis Wealth Management acquire RH Wealth Advisors?
Mathis Wealth Management's acquisition of RH Wealth Advisors was reported on May 1, 2024. Mathis Wealth Management, a Phoenix-based financial planning and wealth management firm, has acquired RH Wealth Advisors, a Ventura, California–based practice. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does RH Wealth Advisors do?
RH Wealth Advisors is a Ventura, California–based practice that provides financial advising and wealth management services to clients in the area. It is privately held, operating in Financial Services, and is based in Ventura.
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