Matrix Wealth Management
Financial Services • 
Alexandria, Virginia, United States • 1-10 Employees
Company overview
| Headquarters | 1727 King Street, Suite 300, Alexandria, Virginia 22314, US |
| Phone number | +17035926965 |
| Website | |
| NAICS | 52 |
| SIC | 736 |
| Keywords | Financial Services, Wealth Management, Retirement Planning, Estate Planning |
| Founded | 1998 |
| Employees | 1-10 |
| Socials |
Key Contact at Matrix Wealth Management
Tony Brayboy
President
About Matrix Wealth Management
Matrix Wealth was founded on the idea of taking care of everyday professionals and retirees. As a family-owned firm, we understand and also seek the value of financial security while creating a legacy for future generations. We are here to provide our client partners with a better path. We create individualized plans for each person, founded upon wealth strategies that we have developed over many years at our firm. We are here to provide an alternative to the stock-bond accumulation model. The holistic process we create takes into account all aspects of your wealth at the forefront and gives light to the alternative investment strategies truly available to preserve and accumulate wealth. Specialties: -Tax-efficient Retirement Income - Alternative Investments -Small Business/Fund Capital Advisory - Asset Protection and Wealth Transfer -Holistic Financial Planning (CLOSED-2024)
Matrix Wealth Management revenue & valuation
| Annual revenue | $6,689,349 |
| Revenue per employee | $6,690,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $21,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Matrix Wealth Management has never raised funding before.
South AfricaFrequently asked questions
4.8
40,000 users
