Matriarch Wealth Management, LLC
● SEC registered since 2023CRD 327099SEC# 801-128218
Reg. AUM
$267.3M
Employees
3
Accounts
300
Location
—
Matriarch Wealth Management, LLC assets under management
Matriarch Wealth Management, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2023. It reports $267.3 million in regulatory assets under management and employs 3 people.
Matriarch Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Paul Rodriguez Control | Director Of Operations, Chief Compliance Officer | Under 5% | 2024 |
| Stephen Joseph Santangelo Control | Owner / Founder | Over 75% | 2023 |
Frequently asked questions
How much does Matriarch Wealth Management, LLC manage?
Matriarch Wealth Management, LLC reports $267.3 million in regulatory assets under management on its Form ADV.
How many employees does Matriarch Wealth Management, LLC have?
Matriarch Wealth Management, LLC reports 3 employees.
Does Matriarch Wealth Management, LLC disclose fund performance?
Matriarch Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (973)979-7609 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$267.3M▲ 52%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$267.3Mregulatory AUM
Discretionary $267.3M