Matriarch Wealth Management, LLC
Matriarch Wealth Management, LLC is an SEC-registered wealth manager with $267.3M assets under management (AUM, regulatory AUM), +52% over one year. See who owns Matriarch Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327099, SEC 801-128218, data through 2026-02-25.
- AUM (assets under management / regulatory AUM)
- $267.3M (2026-02-25)
- Firm type
- Wealth Manager
- Employees
- 3
- Clients
- 71
- CRD
- 327099
- Ownership
- BUTTE, ANDREW, THOMAS; SANTANGELO, STEPHEN, JOSEPH; RODRIGUEZ, JOSEPH, PAUL; Santangelo, Stephen, Joseph; Rodriguez, Joseph
How much AUM does Matriarch Wealth Management, LLC have?
Matriarch Wealth Management, LLC reported $267.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-25).
Who owns Matriarch Wealth Management, LLC?
Disclosed owners and executives of Matriarch Wealth Management, LLC include BUTTE, ANDREW, THOMAS, SANTANGELO, STEPHEN, JOSEPH, RODRIGUEZ, JOSEPH, PAUL, Santangelo, Stephen, Joseph, Rodriguez, Joseph. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.