# Matrix Private Wealth Management Inc.

> Matrix Private Wealth Management Inc. is a state-registered investment advisory firm in Lake Success, NY, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 281197
- Filed as: MATRIX PRIVATE WEALTH MANAGEMENT INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lake Success, NY
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/281197
- AdvisorCensus page: https://advisorcensus.com/firm/matrix-private-wealth-management-inc-lake-success-ny-281197

## Quick answers

**How is Matrix Private Wealth Management Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Matrix Private Wealth Management Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Matrix Private Wealth Management Inc. located?**
Matrix Private Wealth Management Inc.'s principal office is in Lake Success, NY, according to its Form ADV.

**Is Matrix Private Wealth Management Inc. registered with the SEC or a state?**
Matrix Private Wealth Management Inc. is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 281197.

**How much does Matrix Private Wealth Management Inc. manage?**
Matrix Private Wealth Management Inc. reports $17,118,944 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (93% discretionary).

**What types of clients does Matrix Private Wealth Management Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (35); pension and profit sharing plans (but not the plan participants or government pension plans) (9); high net worth individuals (5).

**Does Matrix Private Wealth Management Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/281197

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $17,118,944
- Discretionary: $15,997,460
- Non-discretionary: $1,121,484

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 35 | $5,815,240 |
| High net worth individuals | 5 | $5,100,203 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $6,203,501 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- matrixpwm.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Matrix Private Wealth Management Inc. (CRD 281197): Form ADV filing data as of October 2026.