MATRIX ADVISORY

· CRD 292107 · IAPD ↗ · 9174992939

$28.0MRegulatory AUM

1Advisory reps

1Employees

6Clients

1-10Planning clients

0Private funds

0States

2Disclosures

wealthSegment

ApprovedSEC status

Filing changes

November 2024 — MATRIX ADVISORY (location n/a) left the SEC roster (was $28.0M RAUM, 1 reps).

Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.

Recruiting & transitionsM&A & valuation

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