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MATRIX PRIVATE WEALTH MANAGEMENT INC.
CRD 281197
1979 MARCUS AVENUE, SUITE 210, LAKE SUCCESS, NY, 11042, United States
Phone
516-506-7272
Fax
516-506-7270
Registration
— (—)
Source
State registered
Total AUM
$17.1M
Discretionary AUM
$16.0M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $5.8M |
| High net worth individuals | 5 | $5.1M |
| Pension/profit sharing plans | 9 | $6.2M |
All web addresses on file
Official SEC filing: View on IAPD