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MATRIARCH WEALTH MANAGEMENT, LLC
CRD 327099 · SEC 801-128218
NY, United States
Phone
(973)979-7609
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$267.3M
Discretionary AUM
$267.3M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $11.1M |
| High net worth individuals | 48 | $241.0M |
| Charitable organizations | 1 | $15.2M |
States served
NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD