Melissa Matson Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 293806
· Henderson, NV
· MRSRETIREMENT.COM
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ADV data as of Oct 13, 2023
- Regulatory AUM
- $15.0M
- Discretionary
- $15.0M
- Clients
- 118
- Avg AUM / client
- $127K
- Accounts
- 118
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 118 | $15.0M | 100.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mario Ben Sena | Registered representative | Jan 2024 (3y) | ||
| Melissa Hope Matson | Registered representative | Mar 2025 (1y) | ||
| Anne Kristin Mc Ninch | Registered representative | Feb 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 10/13/2023 | 988 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $15.0M (100% of AUM) Oct 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Oct 13, 2023.
View current Form ADV (SEC/IAPD) ↗