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MATRIX PRIVATE WEALTH MANAGEMENT INC.

Advisory

LAKE SUCCESS, NY

Data as of Mar 19, 2026 · Source: SEC Form ADV

Rank in NY

#5,106

of 5,722 advisers by AUM

Average account

$349K

across 49 accounts

AUM per adviser

$9M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$17M

Discretionary AUM$16M

Non-Discretionary AUM$1M

Discretionary %93.4%

Total Clients49

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNY, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

49 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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