Wade Mathis
Investment adviser representative at Bos Asset Management, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Bos Asset Management, LLCJan 2022 to now
- Lincoln CollegeJun 2020 to Dec 2021
- Macmurray CollegeJun 2017 to Jun 2020
- Heartland DentalJun 2016 to Mar 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IL).
Bos Asset Management, LLC
$1BAssets managed
627Clients
10Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7976556
- Firm CRD
- 310632