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Palm City, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-05-09 |
| OH | RA | APPROVED | 2025-03-18 |
| TX | RA | APPROVED_RES | 2022-09-27 |
| FL | RA | APPROVED | 2022-07-07 |
Branch Locations
Palm City, FL • United States
4149 North Holland-Sylvania Road Suite 1, Toledo, OH 43623 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-06-26 |
Branch Locations
4149 North Holland-Sylvania Road Suite 1, Toledo, OH 43623 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Matson Money | Scottsdale | AZ | 06/2007 | 06/2022 |
| Ash Matson Wealth Partners, Inc. | Palm City | FL | 06/2022 | Present |
| Walen Financial Group, Llc | Toledo | OH | 10/2023 | Present |
WALEN FINANCIAL GROUP, LLC; INVESTMENT RELATED; TOLEDO, OH; OWNER; START: 10/2023; SPENDS APPROX. 60 - 80 HRS/MTH DURING SECURITIES HOURS; RUNS OPPORATIONS/IAR ASH MATSON WEALTH PARTNERS, LLC; INVESTMENT RELATED; PALM CITY, FL; START: 06/2022; SPENDS 120 HRS/MTH DURING SECURITIES HOURS; RUNS OPERATIONS/IAR. ASH STEVENS HOLDINGS, INC.; INVESTMENT RELATED; ANCHORAGE, AK; START: 05/2026; SPENDS 2 HRS/MTH DURING SECURITIES HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-21 |
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