# Matriarch Wealth Management

Matriarch Wealth Management is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/matriarch-wealth-management

## Regulatory record

- **CRD number:** 327099
- **SEC file number:** 801-128218
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/327099

## About

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.

## People

- Stephen Santangelo — CFA, CAIA — Founder & President
- Joseph Rodriguez — Director of Operations
- Kathryn Santangelo — Director of Marketing

## Related profiles

- [Wuenschell Financial Services](https://altss.com/profile/wuenschell-financial-services-llc)
- [First Class Wealth Management](https://altss.com/profile/first-class-wealth-management-llc)

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Last updated: 2026-08-11T15:07:26.757Z

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