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- Custodian
- Charles Schwab & Company ยท State Street
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 03-27-2013
- Office Locations
- 1
Office Locations
About Main Street Investments
Main Street Investments is a Missouri-based RIA focused on the intersection of investment management and tax planning, helping heartland individuals and business owners improve after-tax results through disciplined asset allocation, asset location, and tax-efficient portfolio construction. The firm delivers digital, in-person, or hybrid advice and primarily implements portfolios with ETFs (custodied at Schwab).
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 30 clients, or 30 clients per representative. That equates to $310.5K in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Main Street Investments record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MATHEW M DAHLBERG
President, Wealth Manager
- CRD
- #6065607
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,314,236 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,314,236 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Main Street Investments has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.