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| Happy Holidays!! thanks for using AUM13F!! |
| Ma Private Wealth LLC
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| CRD # | 291366 |
| SEC # | 801-112344 |
| CIK # | 0002013988, 0001512780, 0001767474, 0002010748, 0002011342 |
| AUM | $584.1 M (2025-06-27) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 650-232-2021 |
| Address | 1355 A San Carlos Avenue San Carlos, CA 94070 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Trebia Acquisition Corp | 6.3 | ||
| 3M Co | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 202 | 144.7 |
| (b) Individuals (high net worth individuals) | 150 | 439.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 352 | 584.1 |
| By Discretionary | ||
| Discretionary | 350 | 582.0 |
| Non-Discretionary | 2 | 2.2 |
| Total | 352 | 584.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 584.1 | |
| Total | 352 | 584.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001512780] | |
| 13F-HR | [0001767474] | |
| 13F-HR | [0002010748] | |
| 13F-HR | [0002011342] | |
| 13F-HR | [0002013988] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Atwater Malick LLC
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|
PA | 0.6 |
|
Stolper & Company
✚
|
CA | 0.6 |
|
Spirit of America Management Corp
✚
|
NY | 0.6 |
|
Wealth Dimensions Family Office Inc
✚
|
OH | 0.6 |
|
Buckley Wealth Management LLC
✚
|
NV | 0.6 |
|
QTR Family Wealth LLC
✚
|
FL | 0.6 |
|
Collegiate Capital Management Inc
✚
|
NC | 0.6 |
|
BKM Wealth Management LLC
✚
|
WI | 0.6 |
|
Winslow Asset Management Inc
✚
|
OH | 0.6 |
|
Sandy Cove Advisors LLC
✚
|
MA | 0.6 |