Matthew
Murphy

Mission Wealth Management, Lp

CRD#3068647
Investment Advisor
in Goodyear, AZ

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About this Advisor

Matthew Murphy is a financial advisor based in Goodyear, Arizona, working with Mission Wealth Management, Lp. Matthew has previously held positions at Mission Wealth Management, Lp and Murphy Capital Advisors, LLC. Matthew has passed the Series 66 regulatory exam and is registered to provide services in Arizona. Currently, Matthew is part of Mission Wealth Management, Lp, which operates out of Goodyear, Arizona. The firm has 32 offices and 109 employees. The firm manages assets totaling $7.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Mission Wealth Management, Lp includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1616 N. Litchfield Road Suite 155
Goodyear, AZ 85395

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Mission Wealth Management, Lp Brokerage Details

Total Assets Under Management

$7,072,960,768

AZ Average: $7,578,581,321
Total Number of Employees

109

AZ Average: 43
Total Number of Accounts

9,939

AZ Average: 3,727
Average Account Size

$711,637

AZ Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Matthew Murphy Work History

2023 - Present (1 year)

Mission Wealth Management, Lp

2004 - 2023 (19 years)

Murphy Capital Advisors, LLC

Disclosures

Please visit the SEC profile of Matthew Murphy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mission Wealth Management, Lp

Mitchell Grushen
Los Angeles, CA
Jonathan Demoss
Saint Charles, IL
Joey Khoury
Santa Barbara, CA
Bryant Merryman
Santa Barbara, CA
Weston Patton
Santa Barbara, CA
Andrew Kulha
Houston, TX
Claudia Arnold
Santa Barbara, CA
Julianna Rote
San Diego, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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