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
Firm Details
- Organization Type
- Corporation
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 26, 2018
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALMOND, GILES, K. | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| ALMOND, GILES, K. | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| ALMOND, GILES, K. | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| ALMOND, GILES, K. | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| ALMOND, GILES, K. | I | PRESIDENT | E | Control |
| ALMOND, GILES, K. | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| ALMOND, GILES, K. | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| ALMOND, GILES, K. | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| ALMOND, GILES, K. | I | PRESIDENT | E | Control |
| ALMOND, GILES, K. | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| ALMOND, GILES, K. | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| ALMOND, GILES, K. | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| ALMOND, GILES, K. | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| ALMOND, GILES, K. | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| ALMOND, GILES, K. | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| ALMOND, GILES, K. | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| ALMOND, GILES, K. | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| ALMOND, GILES, K. | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| ALMOND, GILES, K. | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| ALMOND, GILES, K. | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | C | Control |
| ANITA L. ALMOND REVOCABLE TRUST | DE | OWNER | C | Control |
| ANITA L. ALMOND REVOCABLE TRUST | DE | OWNER | C | Control |
| ANITA L. ALMOND REVOCABLE TRUST | DE | OWNER | C | Control |
| ANITA L. ALMOND REVOCABLE TRUST | DE | OWNER | C | Control |
| ANITA L. ALMOND REVOCABLE TRUST | DE | OWNER | C | Control |
| ANITA L. ALMOND REVOCABLE TRUST | DE | OWNER | C | Control |
| ANITA L. ALMOND REVOCABLE TRUST | DE | OWNER | C | Control |
| ANITA L. ALMOND REVOCABLE TRUST | DE | OWNER | C | Control |
| NCF CHARITABLE TRUST | DE | OWNER | B | |
| NCF CHARITABLE TRUST | DE | OWNER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Almond, Anita, L. | I | ANITA L. ALMOND REVOCABLE TRUST | C | Control |
| NCF CORPORATION | DE | NCF CHARITABLE TRUST | C | Control |
Registrations
Federal
IA
Jun 26, 2018 REGISTERED
Notice Filings (2)
NC SC
Address
831 EAST MOREHEAD STREETSUITE 760
CHARLOTTE, NC 28202-2731
United States
Phone: 704-358-3322