| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Paul Rodriguez Control | Director Of Operations, Chief Compliance Officer | Under 5% | 2024 |
| Stephen Joseph Santangelo Control | Owner / Founder | Over 75% | 2023 |
Matriarch Wealth Management, LLC reports $176.1 million in regulatory assets under management on its Form ADV.
Matriarch Wealth Management, LLC reports 2 employees.
Matriarch Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | (973)979-7609 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $176.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $176.1M |