Matthias Private Wealth LLC


Assets, Funds, Holdings

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Matthias Private Wealth LLC
CRD #289761
SEC #801-111904
AUM $127.3 MM (78% Disc, 99% US, 2020-03-27)
Employees7 (14% Investors, 0% Brokers)
Address700 West Morse Boulevard
Winter Park, FL 32789
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Mazars USA Wealth Advisors LLC
NY 0.1
Confidential Management Advisors Inc
MI 0.1
Center for Wealth Planning Advisors Inc
MI 0.1
Native American Fund Advisors LLC
OK 0.1
Samoset Asset Management Company LLC
CT 0.1
Carret Capital Aquisition Company LLC
NY 0.1
ABG Portfolio Strategies Inc
MI 0.1
American Capital Wealth Managers LLC
FL 0.1
Halbert Wealth Management Inc
TX 0.1
Custos Family Office LLC
CO 0.1
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