Data / Investment advisers / Michigan / Mattson Financial Services, LLC
Mattson Financial Services, LLC, Kentwood, MI: $515 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Mattson Financial Services, LLC is an SEC registered investment adviser with its main office in Kentwood, Michigan and reports $515 million in regulatory assets under management in its Form ADV filed June 16, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Mattson Financial Services, LLC (CRD number 153067): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 153067
- SEC file number
- 801-120063
- SEC status
- Approved, effective January 4, 2021
- Main office
- 3226 28th Street Se, Kentwood, MI 49512
- Phone
- (800) 536-8907
- Regulatory AUM
- $514,980,868 in the Form ADV filed June 16, 2026
- Discretionary AUM
- $514,734,350
- Non discretionary AUM
- $246,518
- Accounts
- 3,211
- Employees
- 22, of which 9 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, other fees
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- June 16, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 1,000 | $287.5 million |
| High net worth individuals | 127 | $227.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $515 million | February 11, 2026 |
| December 1, 2025 | $387 million | September 5, 2025 |
Other advisers in Michigan
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| John a. Wolfe & Associates, Inc. | Portage | $560.7 million | Not listed | adviserinfo.sec.gov |
| USA Financial Formulas Corporation | Ada | $534.4 million | Not listed | adviserinfo.sec.gov |
| White Pine Investment Co | Livonia | $532.3 million | Not listed | adviserinfo.sec.gov |
| S.A. Mason, LLC | Holland | $528.7 million | Not listed | adviserinfo.sec.gov |
| Strength Capital Partners, LLC | Birmingham | $528 million | Not listed | adviserinfo.sec.gov |
| Taylor & Morgan Asset Management, LLC D/B/A TM Advisors, L | Troy | $512.5 million | Not listed | adviserinfo.sec.gov |
| MKD Wealth | Troy | $505.7 million | Not listed | adviserinfo.sec.gov |
| Greystone Financial Group, LLC | Bloomfield Hills | $494.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Michigan
- Advisers with $500 million to $1 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Mattson Financial Services, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.