This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$104MItem 5.F on the latest filing (2026-07-16); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$104M

Private client RAUM

$104MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$26.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

4

Offices

4Schedule D 1.F, beyond the principal office

Accounts

803

Individual clients

298

High net worth clients

26

SEC number

801-136624

CRD

150079

Filings on the tape

1

First filed

Jul 16, 2026

Latest filed

Jul 16, 2026

Organised

Limited Liability Company, CO

Website

mathiesfp.com

• Occurred

  Apr 1, 2025
  Advisor changed firm

  Lindsey Lombardo Turner left Mathies Financial Partners for Freedom Wealth Coaching, Llc (registered 2025-04-03)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d9557ab5-5173-9fdb-7bb6-ef6a909266e5

First observed

Jul 16, 2026

Last observed

Jul 16, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.