Matthias Private Wealth LLC

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CAFR Data
Matthias Private Wealth LLC
CRD #289761
SEC #801-111904
CIK #
AUM $107.3 MM (74% Disc, 98% US)
Employees8 (12% Investors, 0% Brokers)
Phone407-691-3300
Address700 West Morse Boulevard
Winter Park, FL 32789
Source [IAPD] [Website]
Total AUM ($MM)
1159269462302011201420172020
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MO 0.1
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WA 0.1
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SC 0.1
Portfolio Design Services LLC
WI 0.1
KRC Investment Advisers LLC
MD 0.1
Value Architects Asset Management LLC
NJ 0.1
CJM Asset Management LLC
NJ 0.1
Willingham Asset Management Inc
TX 0.1
Allen Capital Management LLC
OR 0.1
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