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Peter Karl Mathias

Waystone Advisors LLC

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About Peter Karl Mathias

Peter Mathias is an investment advisor representative with Waystone Advisors LLC. Peter is registered with the state of Washington and Texas. Peter has passed the Uniform Investment Adviser Law Examination and holds a Series 65 license. Peter is also a Chartered Financial Consultant. Peter has been in the industry since 2006, and has worked for several firms including Guide Advisors, Inc., Cisco Systems, Blue Sun, LLC, MLJackson Real Estate Company, AJP Properties, LLC, Lion Street Advisors, LLC and Waystone Advisors LLC. Peter is currently employed by Waystone Advisors LLC. Peter has experience in various roles and industries, including financial planning, real estate investing and technology. Peter is committed to providing clients with personalized investment advice. Peter's specialties include financial planning for individuals and businesses, selection of other advisors, and investment management.

Firm Information

Peter Mathias is currently registered with Waystone Advisors LLC. Waystone Advisors LLC is an independent Registered Investment Advisor (RIA) headquartered in with approximately $111 million in assets under management. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. Waystone Advisors LLC has two licensed agents and two investment adviser representatives.

$111.02M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Peter Mathias’s Registration & Firm History

WA

01/05/2024 - Present

Waystone Advisors LLC (REDMOND WA)

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Licenses & Designations

IA

Issued 02/05/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Peter Karl Mathias.
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