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The Mather Group, LLC CRD 156005
$13.4B regulatory AUM 1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
353 N. Clark Street Suite 2775, Chicago, IL 60654 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | San Diego | CA | 10/2010 | 02/2019 |
| Napa Wealth Management | Napa | CA | 02/2019 | 01/2021 |
| Napa Wealth Management | Napa | CA | 11/2019 | Present |
| Napa Wealth Management | Napa | CA | 01/2021 | Present |
| The Mather Group, Llc | Napa | CA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-10 |
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