# Money Matters

> Money Matters is a state-registered investment advisory firm in Minnetonka, MN, registered since 2002, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 121795
- Filed as: MONEY MATTERS
- Legal name: Money Matters, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Minnetonka, MN
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/121795
- AdvisorCensus page: https://advisorcensus.com/firm/money-matters-minnetonka-mn-121795

## Quick answers

**How is Money Matters compensated?**
On its Form ADV (Item 5.E, October 2026), Money Matters reports these compensation arrangements: a percentage of assets under its management.

**Where is Money Matters located?**
Money Matters' principal office is in Minnetonka, MN, according to its Form ADV.

**Is Money Matters registered with the SEC or a state?**
Money Matters is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 121795.

**How much does Money Matters manage?**
Money Matters reports $24,588,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (0% discretionary).

**What types of clients does Money Matters serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (13); individuals (other than high net worth individuals) (12).

**Does Money Matters report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/121795

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $24,588,000
- Discretionary: $0
- Non-discretionary: $24,588,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $6,270,000 |
| High net worth individuals | 13 | $18,318,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2002 (24 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- money-matters.us

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Money Matters (CRD 121795): Form ADV filing data as of October 2026.