CRD: 281197
Matrix Private Wealth Management Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-30-2015
- Office Locations
- 1
Office Locations
About Matrix Private Wealth Management Inc.
Matrix Private Wealth Management is a Lake Success, NY RIA providing wealth management, tax planning, and retirement plan services, including 401(k) support. The firm emphasizes active management and broad diversification, using a value-oriented search across asset classes, sectors, and industries. Serves retail and institutional clients and custodies with Schwab and SEI.
Reported data analysis
What the numbers show
Of the latest reported AUM, 93.4% is discretionary and 6.6% is non-discretionary.
The firm reports 2 advisory representatives and 49 clients, or 24.5 clients per representative. That equates to $349.4K in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Matrix Private Wealth Management Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Matrix Private Wealth Management Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MAHATIR SALAM SIKDER
Chief Compliance Officer, President
- CRD
- #5851052
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Andrew Thomas Cabrera
Founder
- CRD
- #7901233
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,997,460 | -- |
| Non-Discretionary | $1,121,484 | -- |
| Total | $17,118,944 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Matrix Private Wealth Management Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
Continue browsing