# MATRIX PRIVATE WEALTH MANAGEMENT INC.

MATRIX PRIVATE WEALTH MANAGEMENT INC. of LAKE SUCCESS, NY is an SEC-registered investment adviser.

## Registration

- CRD: 281197
- Type: SEC-registered investment adviser
- Location: 1979 MARCUS AVENUE, LAKE SUCCESS, NY, 11042
- Phone: 516-506-7272
- Latest filing: 2026-03-19
- Regulatory AUM: $17.1M
- Discretionary AUM: $16.0M
- Non-discretionary AUM: $1.1M
- Clients: 2
- Accounts: 49

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/281197/brochure
- Similar advisers: https://search.stillhousedata.com/firm/281197/similar
- Related entities: https://search.stillhousedata.com/firm/281197/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/281197

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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.