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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- EagleBridge
- Established Date
- 09-12-2018
- Office Locations
- 1
Office Locations
About Melissa Matson LLC
MRS Wealth Advisors (Melissa Matson LLC) is a Henderson, NV RIA led by founder/CCO Melissa Matson, providing financial planning and wealth management oriented to retirement and long-term goals, including insurance/annuity and estate-planning coordination. Portfolios commonly use mutual funds and ETFs with an emphasis on asset allocation and tax-efficient strategies. The firm also hosts investor education events via an online calendar.
Team overview
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Investment Themes
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Owner & Executives
MELISSA HOPE MATSON
Chief Compliance Officer, Founder, Managing Member
- CRD
- #2860412
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Anne Kristin McNinch
--
- CRD
- #8202754
Mario Ben Sena
Wealth Advisor
- CRD
- #5996412
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $265,709,009 | 21.3% |
| Equity - Exchange | $632,462,289 | 50.7% |
| Cash | $349,288,838 | 28.0% |
| Total | $1,247,460,136 | 100.0% |