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| Ma Private Wealth LLC
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|---|---|
| CRD # | 291366 |
| SEC # | 801-112344 |
| CIK # | 0001767474, 0001512780 |
| AUM | $445.0 MM (2023-03-29) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 650-232-2021 |
| Address | 1355 A San Carlos Avenue San Carlos, CA 94070 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SPTS | 2.6 | ||
| WFC | 152,296.4 | 0.8 | |
| AAPL | 2,382,844.0 | 0.7 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 201 | 106.3 |
| (b) Individuals (high net worth individuals) | 142 | 338.7 |
| (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 | 892 | 445.0 |
| By Discretionary | ||
| Discretionary | 885 | 442.3 |
| Non-Discretionary | 7 | 2.7 |
| Total | 892 | 445.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 444.7 | |
| Total | 892 | 445.0 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001512780] | |
| 13F-HR | [0001767474] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
HT Partners LLC
✚
|
CT | 0.4 |
|
Everest Consultants LLC
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|
NY | 0.4 |
|
Affinity Capital Advisors LLC
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|
CA | 0.4 |
|
Schwarz Dygos Wheeler Investment Advisors LLC
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|
MN | 0.4 |
|
Reuter James Wealth Management LLC
✚
|
OK | 0.4 |
|
Beacon Harbor Wealth Advisors Inc
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|
VA | 0.4 |
|
Sevenbridge Financial Group LLC
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|
PA | 0.4 |
|
Cornell Pochily Investment Advisors Inc
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|
NY | 0.4 |
|
Peavine Capital LLC
✚
|
NV | 0.4 |
|
Resolute Financial LLC
✚
|
MA | 0.4 |