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| Matthias Private Wealth LLC
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|
|---|---|
| CRD # | 289761 |
| SEC # | 801-111904 |
| CIK # | |
| AUM | $196.3 MM (2024-03-27) |
| Employees | 10 (10% Investors, 0% Brokers) |
| Phone | 407-691-3300 |
| Address | 700 West Morse Boulevard Winter Park, FL 32789 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14 | 9.2 |
| (b) Individuals (high net worth individuals) | 32 | 183.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.9 |
| (n) Other | 0 | 0.0 |
| Total | 467 | 196.3 |
| By Discretionary | ||
| Discretionary | 391 | 166.4 |
| Non-Discretionary | 76 | 29.9 |
| Total | 467 | 196.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.3 | |
| United States Persons | 194.1 | |
| Total | 467 | 196.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Birks Financial Corp
✚
|
VA | 0.2 |
|
Tandem Wealth Advisors LLC
✚
|
AZ | 0.2 |
|
Varra Wealth Management LLC
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|
CO | 0.2 |
|
Summit Investment Advisors Inc
✚
|
MD | 0.2 |
|
Capital Financial Group Inc
✚
|
CO | 0.2 |
|
CMC Financial Group LLC
✚
|
GA | 0.2 |
|
WMS Advisors LLC
✚
|
NC | 0.2 |
|
Michael Brady & Co LLC
✚
|
OH | 0.2 |
|
OFG Financial Services Inc
✚
|
KS | 0.2 |
|
Efinancial Alliance LLC
✚
|
TN | 0.2 |