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Matriarch Wealth Management
Matriarch Wealth Management is an SEC-Registered Investment Advisor and fee-only fiduciary providing comprehensive wealth management. The firm offers family...
Matriarch Wealth Management
Matriarch Wealth Management is an SEC-Registered Investment Advisor and fee-only fiduciary providing comprehensive wealth management. The firm offers family office advisory and legacy planning, business owner liquidity and exit planning, tax planning and optimization, and private investment access. It delivers a boutique, family-office experience centered on discretion, responsiveness, and genuine partnership.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Principals
Stephen Santangelo
CFA, CAIA — Founder & President
Joseph Rodriguez — Director of Operations
Kathryn Santangelo — Director of Marketing
Frequently asked questions
What is Matriarch Wealth Management?
Matriarch Wealth Management is a ria based in United States.
Where is Matriarch Wealth Management headquartered?
Matriarch Wealth Management is headquartered in United States, in the North America region.
What does Altss track for Matriarch Wealth Management?
Altss maintains an OSINT-verified profile of Matriarch Wealth Management covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What type of firm is Matriarch Wealth Management?
Matriarch Wealth Management is classified by Altss as a RIA, operating from United States within the North America region.
How does Altss source intelligence on Matriarch Wealth Management?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Matriarch Wealth Management's Altss profile last updated?
Matriarch Wealth Management's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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