# MATRIX WEALTH ADVISORS, INC

MATRIX WEALTH ADVISORS, INC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 109873
- Type: SEC-registered investment adviser
- SEC file number: 801-57345
- Location: 831 EAST MOREHEAD STREET, SUITE 760, CHARLOTTE, NC, 28202-2731
- Phone: 704-358-3322
- Latest filing: 2018-06-26
- Regulatory AUM: $278.6M
- Discretionary AUM: $278.6M
- Clients: 7
- Accounts: 136

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| ALMOND GILES K | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| WILLIS JAMES BRANTLEY | SHAREHOLDER | — |
| MANLEY NORMAN FULLER | SHAREHOLDER | — |
| ALTMAN LOIS DENISE | SHAREHOLDER | — |
| Almond Anita L | TRUSTEE | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| MATRIX PRIVATE OPPORTUNITIES FUND I, LLC | Other Private Fund | — | 64 | $4.7M | $100K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109873/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109873/similar
- Related entities: https://search.stillhousedata.com/firm/109873/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109873

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.