AdFi
MM

Matson Money, Inc.

SEC Registered
Mason, OH513-204-8000
Assets Under Management
$5B–$25B
Office Locations
2 offices
Total Accounts
29979

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthInvestment CompaniesPension/Profit SharingCharitable OrganizationsState/MunicipalCorporations

Leadership

Mark Edward Matson
CEO, CFO, DIRECTOR, SHAREHOLDER
Michelle Matson
VICE PRESIDENT, SECRETARY
Daniel Joseph List
CHIEF COMPLIANCE OFFICER
Melissa Kay Matson
EXECUTIVE VICE PRESIDENT
Joshua M Crawford
VICE PRESIDENT OF COACHING
Alex Garrett Ash
VICE PRESIDENT OF ADVISOR RELATIONS
Rick Wiehe
VICE PRESIDENT OF PROJECT MANAGEMENT

Office locations

2 offices in 2 states
OH
MasonHQ
AZ
Scottsdale

Advisors at this firm

11 advisors in the directory

Regulatory & compliance

CRD number
#110425
SEC Number
801-40176
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Other

Data as of May 15, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matson Money, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Matson Money in Mason, OH - Fees, Services & Advisors