This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$515MItem 5.F on the latest filing (2026-06-16); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$515M

Private client RAUM

$515MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

8

RAUM per advisor

$64.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

22

Advisory employees

9

Offices

0Schedule D 1.F, beyond the principal office

Accounts

3,211

Individual clients

1,000

High net worth clients

127

SEC number

801-120063

CRD

153067

Filings on the tape

20

First filed

Dec 1, 2020

Latest filed

Jun 16, 2026

Organised

Limited Liability Company, MI

• Occurred

  Feb 11, 2026
  Regulatory AUM changed

  Mattson Financial Services, Llc reported RAUM $515.0M, up 33% from $387.0M (2025-09-05 to 2026-02-11)

  Form ADVobserved 3 days ago
  $128M
• Occurred

  Dec 1, 2020
  First Form ADV filing

  Mattson Financial Services, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:355d078c-0312-4024-e288-630e39a90bfa

First observed

Dec 1, 2020

Last observed

Jun 16, 2026 3 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.