RIA Intel›Advisers›Minnesota›MONEY MATTERS, INC.

MONEY MATTERS, INC.

Advisory

MINNETONKA, MN

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account
$234K
across 105 accounts
AUM per adviser
$12M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$25M
Discretionary %
0%
Clients
25
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$25M
Discretionary AUM$0
Non-Discretionary AUM$25M
Discretionary %0%
Total Clients25
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InMN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MN

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

FIDERE ADVISORS, LLC
MINNETONKA, MN
$25M
FAIR TRUST FINANCIAL LLC
VADNAIS HEIGHTS, MN
$24M
CHRISTENSEN GROUP FINANCIAL, LLC
EDEN PRAIRIE, MN
$25M
0.0% 1Y
VISION FINANCIAL PLANNING LLC.
$24M
DOXA ADVISORS LLC
NORTH OAKS, MN
$25M
BAKER 500 CORPORATION
MINNETONKA, MN
$25M
-31.2% 1Y

Get the full picture on MONEY MATTERS, INC.

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

Create a free account →See plans