MATRIX WEALTH ADVISORS, INC
Legal name: MATRIX WEALTH ADVISORS, INC.
CRD #109873 SEC #801-57345 CHARLOTTE, NC 704-358-3322
SEC Registered Private Funds
Total AUM
$278.6M
Discretionary
$278.6M
Employees
7
Clients
51
Accounts
136
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2018 | $278.6M | $278.6M | $0 | 7 | 136 |
| Mar 2018 | $278.6M | $278.6M | $0 | 7 | 136 |
| Jul 2017 | $250.2M | $250.2M | $0 | 7 | 100 |
| Mar 2017 | $250.2M | $250.2M | $0 | 7 | 100 |
| Oct 2016 | $248.5M | $248.5M | $0 | 7 | 100 |
| Mar 2016 | $248.5M | $248.5M | $0 | 7 | 100 |
| Apr 2015 | $255.9M | $255.9M | $0 | 7 | 100 |
| Mar 2014 | $239.2M | $239.2M | $0 | 7 | 100 |
| Mar 2013 | $211.1M | $211.1M | $0 | 7 | 200 |
| Mar 2012 | $169.2M | $169.2M | $0 | 6 | 200 |
| Mar 2011 | $172.2M | $172.2M | $0 | 10 | -- |
| Aug 2010 | $155.9M | $155.9M | $0 | 10 | -- |
| Feb 2009 | $137.8M | $137.8M | $0 | 10 | -- |
| Mar 2008 | $169.2M | $169.2M | $0 | 10 | -- |
| May 2007 | $137M | $136.5M | $500K | 10 | -- |
| Jan 2007 | $137M | $136.5M | $500K | 10 | -- |
| Mar 2006 | $116.1M | $114.1M | $2M | 10 | -- |
| Sep 2005 | $104.9M | $104.9M | $0 | 5 | -- |
| Oct 2003 | $60M | $60M | $0 | 5 | -- |
| Aug 2001 | $54.7M | $54.7M | $0 | 5 | -- |
DateJun 2018
Total AUM$278.6M
Discretionary$278.6M
Non-Disc.$0
Employees7
Clients136
DateMar 2018
Total AUM$278.6M
Discretionary$278.6M
Non-Disc.$0
Employees7
Clients136
DateJul 2017
Total AUM$250.2M
Discretionary$250.2M
Non-Disc.$0
Employees7
Clients100
DateMar 2017
Total AUM$250.2M
Discretionary$250.2M
Non-Disc.$0
Employees7
Clients100
DateOct 2016
Total AUM$248.5M
Discretionary$248.5M
Non-Disc.$0
Employees7
Clients100
DateMar 2016
Total AUM$248.5M
Discretionary$248.5M
Non-Disc.$0
Employees7
Clients100
DateApr 2015
Total AUM$255.9M
Discretionary$255.9M
Non-Disc.$0
Employees7
Clients100
DateMar 2014
Total AUM$239.2M
Discretionary$239.2M
Non-Disc.$0
Employees7
Clients100
DateMar 2013
Total AUM$211.1M
Discretionary$211.1M
Non-Disc.$0
Employees7
Clients200
DateMar 2012
Total AUM$169.2M
Discretionary$169.2M
Non-Disc.$0
Employees6
Clients200
DateMar 2011
Total AUM$172.2M
Discretionary$172.2M
Non-Disc.$0
Employees10
Clients--
DateAug 2010
Total AUM$155.9M
Discretionary$155.9M
Non-Disc.$0
Employees10
Clients--
DateFeb 2009
Total AUM$137.8M
Discretionary$137.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$169.2M
Discretionary$169.2M
Non-Disc.$0
Employees10
Clients--
DateMay 2007
Total AUM$137M
Discretionary$136.5M
Non-Disc.$500K
Employees10
Clients--
DateJan 2007
Total AUM$137M
Discretionary$136.5M
Non-Disc.$500K
Employees10
Clients--
DateMar 2006
Total AUM$116.1M
Discretionary$114.1M
Non-Disc.$2M
Employees10
Clients--
DateSep 2005
Total AUM$104.9M
Discretionary$104.9M
Non-Disc.$0
Employees5
Clients--
DateOct 2003
Total AUM$60M
Discretionary$60M
Non-Disc.$0
Employees5
Clients--
DateAug 2001
Total AUM$54.7M
Discretionary$54.7M
Non-Disc.$0
Employees5
Clients--