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Mfa Wealth Services

● SEC registered since 2016CRD 169013SEC# 801-108548Thousand Oaks, CA
Export (members)
Reg. AUM
$248.2M
Employees
3
Accounts
608
Location
Thousand Oaks, CA

Mfa Wealth Services assets under management

Mfa Wealth Services is an investment advisory firm registered with the SEC based in Thousand Oaks, CA. The firm has been registered since 2016. It reports $248.2 million in regulatory assets under management and employs 3 people.

Mfa Wealth Services owners & executives

2 reported
NameTitleOwnershipSince
Christopher D MatternPresident, Shareholder50-75%2019
Michael Earl Garner ControlChief Compliance Officer, Shareholder50-75%2019

Frequently asked questions

How much does Mfa Wealth Services manage?

Mfa Wealth Services reports $248.2 million in regulatory assets under management on its Form ADV.

How many employees does Mfa Wealth Services have?

Mfa Wealth Services reports 3 employees.

Where is Mfa Wealth Services located?

Mfa Wealth Services is based in Thousand Oaks, CA and has been SEC-registered since 2016.

Does Mfa Wealth Services disclose fund performance?

Mfa Wealth Services is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 E. Thousand Oaks Blvd., #258, Thousand Oaks, CA 91360
Phone833-496-5474
Fax805-852-2274
Office hours8:30 A.M To 5:00 p.m. (Fri Till 1:00)
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$239.8M
Non-discretionary$8.4M
Total (RAUM)$248.2M