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| Ma Private Wealth LLC
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|---|---|
| CRD # | 291366 |
| SEC # | 801-112344 |
| CIK # | 0002013988, 0002010748, 0001767474, 0001512780, 0002011342 |
| AUM | 686.0 M (2026-04-15) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 650-232-2021 |
| Address | 1355 A San Carlos Avenue San Carlos, CA 94070 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Trebia Acquisition Corp | 16.0 | ||
| Apple Inc | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 218 | 178.7 |
| (b) Individuals (high net worth individuals) | 148 | 507.3 |
| (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 | 1,019 | 686.0 |
| By Discretionary | ||
| Discretionary | 1,013 | 681.3 |
| Non-Discretionary | 6 | 4.7 |
| Total | 1,019 | 686.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 686.0 | |
| Total | 1,019 | 686.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001512780] | |
| 13F-HR | [0001767474] | |
| 13F-HR | [0002010748] | |
| 13F-HR | [0002011342] | |
| 13F-HR | [0002013988] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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