# Matrix Private Wealth Management

Matrix Private Wealth Management is a Bank / Wealth / Trust based in New Hyde Park, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New Hyde Park, United States
- **Region:** North America
- **Address:** New Hyde Park, NY, United States
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** matrixpwm.com
- **LinkedIn:** https://www.linkedin.com/company/matrixpcg

## Regulatory record

- **CRD number:** 281197
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/281197

## About

Matrix Private Wealth Management operates from New Hyde Park, New York. The firm is structured as a registered investment adviser, serving individuals, high-net-worth clients, charitable organizations, and business entities. Its service model wraps portfolio management together with tax planning and retirement planning. The firm's investment approach centers on active management and broad diversification. It searches across asset classes, sectors, and industries for what it calls value and growth opportunities. The website does not disclose dedicated fund structures or named portfolio companies. The geographic footprint appears concentrated in the United States, consistent with a US-registered advisory practice. The team size is not publicly disclosed. The firm maintains a single office in New Hyde Park; no additional locations are named. No adjacent philanthropic foundations, real-asset arms, or club memberships are referenced in available materials. There is no verifiable operational event from the last 24 months in current sources. Structurally, Matrix Private Wealth Management functions as a direct-to-client wealth manager rather than a multi-family office platform or a pooled-fund manager. The business is built around in-house financial planning and tax-aware advice, blurring the line between pure investment management and broader personal financial counsel — a posture that relies on client proximity and integrated service rather than institutional fund marketing.

## Questions

### What services does Matrix Private Wealth Management offer?

The firm provides investment advisory and wealth management services, combining active portfolio management with tax planning and retirement planning. Its website emphasizes a broad search for value across asset classes, sectors, and industries, alongside support for retirement plans and tax-aware strategies to help clients manage investment gains.

### Who are Matrix Private Wealth Management's typical clients?

Matrix Private Wealth Management advises individuals, high-net-worth individuals, charitable organizations, and business entities, according to its regulatory profile. No specific client minimums or household thresholds are publicly disclosed.

### How does Matrix Private Wealth Management invest client assets?

The firm states that it believes in active management and broad diversification. Its investment process involves searching for value and growth opportunities across different asset classes, sectors, and industries. Beyond this principle-based description, no specific fund structures, model portfolios, or strategic asset-allocation targets are publicly detailed.

### Does Matrix Private Wealth Management participate in direct investments or fund commitments?

The firm does not publicly describe engaging in direct private investments, co-investments, or closed-end fund commitments. Its publicly available materials focus on discretionary portfolio management, tax planning, and retirement plan services rather than proprietary deal-by-deal investing.

## Related profiles

- [Matrixport Ventures](https://altss.com/profile/matrixport-ventures)
- [MATR Ventures](https://altss.com/profile/matr-ventures)

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Last updated: 2026-07-08T22:13:31.326Z

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