Be advised. This firm is no longer registered.

Matrix Wealth Advisors, Inc.

Matrix Wealth Advisors, Inc. (CRD# 109873) is a financial advisory firm headquartered in Charlotte, NC. They manage $250,165,250 in 136 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    250
    MILLION
  • Total Number of Accounts
    136
    ACCOUNTS
  • Average Account Value
    $1,839,450
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NC, SC

Financial Advisors at Matrix Wealth Advisors, Inc.
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.