MATRIX PRIVATE WEALTH MANAGEMENT INC.

MATRIX PRIVATE WEALTH MANAGEMENT INC. of LAKE SUCCESS, NY is an SEC-registered investment adviser (CRD 281197). Regulatory assets under management: $17.1M.

Registration

• CRD: 281197
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 281197 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search