MATRIARCH WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 327099). Regulatory assets under management: $267.3M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Stephen Joseph Santangelo | OWNER / FOUNDER | — |
| Joseph Paul Rodriguez | DIRECTOR OF OPERATIONS, CHIEF COMPLIANCE OFFICER | — |
| SANTANGELO WILLIAM JOSEPH | OWNER; OWNER / CHIEF COMPLIANCE OFFICER; OWNER / FOUNDER | — |
| BUTTE ANDREW THOMAS | CHIEF COMPLIANCE OFFICER | — |
| RODRIGUEZ CHARLES JOSEPH | DIRECTOR OF OPERATIONS, CHIEF COMPLIANCE OFFICER | — |
| RODRIGUEZ JOSEPH PAUL | DIRECTOR OF OPERATIONS, CHIEF COMPLIANCE OFFICER | — |