Mfa Wealth Services
● SEC registered since 2016CRD 169013SEC# 801-108548Thousand Oaks, CA
Reg. AUM
$310M
Employees
3
Accounts
698
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 $310 million in regulatory assets under management and employs 3 people.
Mfa Wealth Services owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher D Mattern | President, Shareholder | 50-75% | 2019 |
| Michael Earl Garner Control | Chief Compliance Officer, Shareholder | 50-75% | 2019 |
Frequently asked questions
How much does Mfa Wealth Services manage?
Mfa Wealth Services reports $310 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
| Address | 100 E. Thousand Oaks Blvd., #258, Thousand Oaks, CA 91360 |
| Phone | 833-496-5474 |
| Fax | 805-852-2274 |
| Office hours | 8:30 A.M To 5:00 p.m. (Fri Till 1:00) |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$310M▲ 25%
Jan '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,306 advisers
EmployeesTop 77%
More than 23% of 16,824 advisers
Assets under management
$310Mregulatory AUM
Discretionary $292.1MNon-discretionary $17.9M