1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MATRIX WEALTH ADVISORS, INC.

Map pinCHARLOTTE, NC
Phone704-358-3322
NotebookSEC #801-57345
Total AUM
$278.6M
Employees
7
Clients
144

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
831 EAST MOREHEAD STREET
SUITE 760
CHARLOTTE
NC 28202-2731
United States
Operating Hours
8:30 AM - 5:30 PM
Monday - Friday
Phone
704-358-3322

ReceiptFinancials

Total AUM
$278.6M
Accounts
136
Discretionary
$278.6M
Accounts
136
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
52
AUM
$19.2M
HNW Individual Clients
83
AUM
$198.5M
Pooled Vehicle Clients
1
AUM
$4.7M
Pension/Profit Sharing Plan Clients
1
AUM
$3.3M
Charitable Organization Clients
1
AUM
$1.1M
Corporation or Business Clients
6
AUM
$51.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCSC

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account