MATRIX WEALTH ADVISORS, INC
MATRIX WEALTH ADVISORS, INC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 109873). Regulatory assets under management: $278.6M.
Registration
- CRD: 109873
- SEC file number: 801-57345
- Type: Registered investment adviser
- 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 | Gross asset value | Min investment |
|---|
| MATRIX PRIVATE OPPORTUNITIES FUND I, LLC | Other Private Fund | — | 64 | $4.7M | $100K |
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