Matson Financial Advisors, Inc.
Matson Financial Advisors, Inc. is an SEC-registered wealth manager in Danbury, CT with $518.9M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Matson Financial Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 122480, SEC 801-61439, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $518.9M (2026-03-23)
- Firm type
- Wealth Manager
- Location
- Danbury, CT
- Employees
- 9
- Clients
- 232
- CRD
- 122480
- Ownership
- MATSON, LAURA, BRUSH; MATSON, MICHAEL, JOHN
How much AUM does Matson Financial Advisors, Inc. have?
Matson Financial Advisors, Inc. reported $518.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Matson Financial Advisors, Inc.?
Disclosed owners and executives of Matson Financial Advisors, Inc. include MATSON, LAURA, BRUSH, MATSON, MICHAEL, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.