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MATRIARCH WEALTH MANAGEMENT, LLC

· CRD 327099 · IAPD ↗ · (973)979-7609

$267.3MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
March 2026 — MATRIARCH WEALTH MANAGEMENT, LLC reported RAUM up 52% ($176.1M -> $267.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
August 2025 — MATRIARCH WEALTH MANAGEMENT, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
March 2025 — MATRIARCH WEALTH MANAGEMENT, LLC now reports custody of client assets ($8.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
50
April 2024 — MATRIARCH WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
March 2024 — MATRIARCH WEALTH MANAGEMENT, LLC reported RAUM up 35% ($119.6M -> $161.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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