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MONEY MATTERS
MONEY MATTERS, INC.
CRD 121795
12800 WHITEWATER DRIVE, SUITE 100, MINNETONKA, MN, 55343-9347, United States
Phone
952-935-0707
Fax
952-955-9385
Registration
— (—)
Source
State registered
Total AUM
$24.6M
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)TAX RETURN PREPARATION, TAX PLANNING, SMALL BUSINESS CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $6.3M |
| High net worth individuals | 13 | $18.3M |
All web addresses on file
Official SEC filing: View on IAPD