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MATRIX PLANNING INC

SANTA MONICA, CA · CRD 110812 · IAPD ↗ · 310-399-0457

$121.4MRegulatory AUM
1Advisory reps
4Employees
0Clients
1-10Planning clients
1Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
May 2026 — MATRIX PLANNING INC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.