Matrix Planning Inc
Matrix Planning Inc is an SEC-registered wealth manager in Santa Monica, CA with $121.4M assets under management (AUM, regulatory AUM), -4% over one year. See who owns Matrix Planning Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110812, SEC 801-26943, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $121.4M (2026-04-01)
- Firm type
- Wealth Manager
- Location
- Santa Monica, CA
- Employees
- 4
- Clients
- 17
- CRD
- 110812
- Ownership
- SMITH, SHAWN, ANTHONY; SMITH, ROBERTA, JEAN
How much AUM does Matrix Planning Inc have?
Matrix Planning Inc reported $121.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Matrix Planning Inc?
Disclosed owners and executives of Matrix Planning Inc include SMITH, SHAWN, ANTHONY, SMITH, ROBERTA, JEAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.