RIA Intel›Advisers›Nevada›MELISSA MATSON LLC

MELISSA MATSON LLC

Advisory

HENDERSON, NV

Data as of Oct 13, 2023 · Source: SEC Form ADV

Average account

$127K

across 118 accounts

AUM per adviser

$15M

1 advisers

Source: SEC Form ADV. Figures as filed Oct 13, 2023.

Total AUM

$15M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients118

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNV

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

118 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in NV

Closest by assets under management. All figures from Form ADV.

SOFTWEALTH LLC

$15M

JMN INVESTMENT MANAGEMENT LLC

$16M

A TO Z ASSET ADVISORS, LLC

$16M

WHITE ASPEN CAPITAL LLC

HENDERSON, NV

$16M

CHIEF CAPITAL MANAGEMENT, INC

$13M

WEALTH INNOVATION LLC

$13M

Get the full picture on MELISSA MATSON LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track MELISSA MATSON LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans