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Ma Private Wealth, LLC

● SEC registered since 2018CRD 291366SEC# 801-112344San Carlos, CA
Export (members)
Reg. AUM
$584.1M
Employees
7
Accounts
352
Location
San Carlos, CA

Ma Private Wealth, LLC assets under management

Ma Private Wealth, LLC operates as an SEC-registered investment adviser based in San Carlos, CA. The firm has been registered since 2018. It reports $584.1 million in regulatory assets under management and employs 7 people.

Ma Private Wealth, LLC owners & executives

5 reported
NameTitleOwnershipSince
Erica Lynn Arroyo ControlChief Operating Officer & Chief Compliance OfficerUnder 5%2022
Mapw Holdings, LLC ControlShareholderOver 75%2025
Martin Scott Miller ControlManaging MemberUnder 5%2018
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Frequently asked questions

How much does Ma Private Wealth, LLC manage?

Ma Private Wealth, LLC reports $584.1 million in regulatory assets under management on its Form ADV.

How many employees does Ma Private Wealth, LLC have?

Ma Private Wealth, LLC reports 7 employees.

Where is Ma Private Wealth, LLC located?

Ma Private Wealth, LLC is based in San Carlos, CA and has been SEC-registered since 2018.

Does Ma Private Wealth, LLC disclose fund performance?

Ma Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1355 a San Carlos Avenue, San Carlos, CA 94070
Phone(650) 232-2021
Office hours9:00a.m. - 6:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1767474
Discloses disciplinary historyNo

Assets under management

Discretionary$582M
Non-discretionary$2.2M
Total (RAUM)$584.1M