Overview
Assets Under Management: $176 million
High-Net-Worth Clients: 27
Average Client Assets: $6 million
Frequently Asked Questions
MATRIARCH WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #327099), MATRIARCH WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
MATRIARCH WEALTH MANAGEMENT, LLC serves 27 high-net-worth clients according to their SEC filing dated February 13, 2025. View client details ↓
According to their SEC Form ADV, MATRIARCH WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
MATRIARCH WEALTH MANAGEMENT, LLC manages $176 million in client assets according to their SEC filing dated February 13, 2025.
According to their SEC Form ADV, MATRIARCH WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.47
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 221
Discretionary Accounts: 221
Regulatory Filings
CRD Number: 327099
Last Filing Date: 2025-02-13 00:00:00
Website: https://matriarchwm.com