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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-11-2023
- Office Locations
- 2
Office Locations
About Matriarch Wealth Management, LLC
Matriarch Wealth Management is an SEC-registered, fee-only fiduciary RIA serving entrepreneurs, business owners, and families with a boutique family-office approach to wealth and legacy planning. The firm coordinates estate, tax, and investment strategy, supports liquidity/exit planning, and builds tax-efficient portfolios, including private equity and credit access via an open-architecture platform. Schwab custody; tools include Addepar and eMoney; affiliated with Dynasty Financial Partners.
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Owner & Executives
STEPHEN JOSEPH SANTANGELO
Founder & President
- CRD
- #6867469
- Ownership
- 75% or more
JOSEPH PAUL RODRIGUEZ
DIRECTOR OF OPERATIONS
- CRD
- #6340564
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $267,348,262 | $891,161 |
| Non-Discretionary | $0 | -- |
| Total | $267,348,262 | $891,161 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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