SANTA MONICA, CACRD 110812Latest ADV April 1, 2026
Matrix Planning Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Santa Monica, CA. Its latest Form ADV filing, dated April 1, 2026, reports $121M in regulatory assets under management, 4 employees, and 82 accounts.
Assets Under Management
$121M
Employees
4
Offices
--
Total Clients
17
Primary office
SANTA MONICA, CA
3015 MAIN STREET, SUITE 403, SANTA MONICA, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Fixed fees
Hourly charges
Other fee arrangements
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 88.2% of total clients.
Top client categories% of clientsClients
1
HNWI
88.2%
15
2
Individuals
5.9%
1
3
Pooled Investment Vehicles
5.9%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$121Mas of April 1, 2026
Discretionary82.8%
$101M
83% of total RAUM82.8%
Non-discretionary17.2%
$21M
17% of total RAUM17.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$121M
Total Accounts82
10Y AUM Change+$28M (+30.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee4:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.