Matriarch Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated February 25, 2026, reports $267M in regulatory assets under management, 3 employees, 1 office, and 300 accounts.
Top client segmentHNWI represent 67.6% of total clients.
Top client categories% of clientsClients
1
HNWI
67.6%
48
2
Individuals
31.0%
22
3
Charitable
1.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$267Mas of February 25, 2026
Discretionary100.0%
$267M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$267M
Total Accounts300
10Y AUM Change+$267M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee24:1
10Y Employee Change+2 (+200.0%)
* 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.