Matthias Private Wealth LLC


Assets, Funds, Holdings

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Matthias Private Wealth LLC
CRD #289761
SEC #801-111904
AUM $107.3 MM (74% Disc, 98% US)
Employees8 (12% Investors, 0% Brokers)
Address700 West Morse Boulevard
Winter Park, FL 32789
Source [IAPD] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
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IL 0.1
Signify Wealth LLC
MO 0.1
Aviso Wealth Management
WA 0.1
JE Wilson Advisors LLC
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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