KENTWOOD, MICRD 153067Latest ADV February 11, 2026
Mattson Financial Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Kentwood, MI. Its latest Form ADV filing, dated February 11, 2026, reports $515M in regulatory assets under management, 22 employees, and 3,211 accounts.
Top client segmentIndividuals represent 88.7% of total clients.
Top client categories% of clientsClients
1
Individuals
88.7%
1,000
2
HNWI
11.3%
127
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$515Mas of February 11, 2026
Discretionary100.0%
$515M
100% of total RAUM100.0%
Non-discretionary0.0%
$247K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$515M
Total Accounts3,211
10Y AUM Change+$395M (+329.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee51:1
10Y Employee Change+19 (+633.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.