Matriarch Wealth Management, LLC

Overview

Matriarch Wealth Management, LLC is an independent registered investment adviser that positions itself as a capital allocator for high-net-worth individuals, families and select institutional clients. The firm combines financial planning with discretionary portfolio management and the selection of third‑party managers, which lets it blend directly managed models with outsourced specialist funds. Its stated approach includes integration of environmental, social and governance (ESG) considerations into the investment process, and it offers fee arrangements that include percentage-of-AUM billing alongside hourly and fixed-fee engagements for planning or consulting work. As an independent RIA owned by an individual, the firm leans on external managers and separate managed account structures where appropriate, while retaining discretionary authority over client portfolios. Services described in its filings include financial planning, portfolio management for individuals and businesses, and the ability to select other advisers — indicating a mix of in‑house and outsourced investment solutions to meet different client needs.

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Location & Offices