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MATAURO, LLC

NEW YORK, NY · CRD 333038 · IAPD ↗ · matauro.com · 845-273-6211

$1.05BRegulatory AUM
10Advisory reps
16Employees
0Clients
0Planning clients
0Private funds
19States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
February 2026 — MATAURO, LLC shrank from 14 to 10 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
85
February 2026 — MATAURO, LLC crossed $1B in regulatory AUM ($703.1M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
December 2025 — MATAURO, LLC notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
February 2025 — MATAURO, LLC notice-filed in CA, CO, CT, DC, GA, IL, LA, MA, MD, NH, PA, VA, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
February 2025 — MATAURO, LLC now reports custody of client assets ($1.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
February 2025 — MATAURO, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
October 2024 — MATAURO, LLC (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 14 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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