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| Ma Private Wealth LLC
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| |
|---|---|
| CRD # | 291366 |
| SEC # | 801-112344 |
| CIK # | 0002011342, 0001512780, 0001767474, 0002013988, 0002010748 |
| AUM | $513.2 MM (2024-03-28) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 650-232-2021 |
| Address | 1355 A San Carlos Avenue San Carlos, CA 94070 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 1.9 | |
| CLFD | 847.9 | 1.8 | |
| MSFT | 1,918,222.4 | 1.1 | |
| PCAR | 28,930.7 | 0.9 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 197 | 126.8 |
| (b) Individuals (high net worth individuals) | 148 | 386.4 |
| (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 | 345 | 513.2 |
| By Discretionary | ||
| Discretionary | 345 | 513.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 345 | 513.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 512.9 | |
| Total | 345 | 513.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001512780] | |
| 13F-HR | [0001767474] | |
| 13F-HR | [0002010748] | |
| 13F-HR | [0002011342] | |
| 13F-HR | [0002013988] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
LMG Wealth Partners LLC
✚
|
LA | 0.5 |
|
Purkiss Capital Advisors LLC
✚
|
CT | 0.5 |
|
Rowland Miller Partners LLC
✚
|
GA | 0.5 |
|
Thor Investment Management Inc
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|
OH | 0.5 |
|
Scott & Selber Inc Capital Management
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|
TX | 0.5 |
|
Manske Wealth Management LLC
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|
TX | 0.5 |
|
Whitaker-Myers Wealth Managers Ltd
✚
|
OH | 0.5 |
|
CORA Capital Advisors LLC
✚
|
NJ | 0.5 |
|
Sivia Capital Partners LLC
✚
|
CA | 0.5 |
|
Ballast Advisors LLC
✚
|
MN | 0.5 |