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Matthias Private Wealth, LLC

● SEC registered since 2017CRD 289761SEC# 801-111904Winter Park, FL
Export (members)
Reg. AUM
$247.6M
Employees
8
Accounts
487
Location
Winter Park, FL

Matthias Private Wealth, LLC assets under management

Matthias Private Wealth, LLC is an investment advisory firm registered with the SEC based in Winter Park, FL. The firm has been registered since 2017. It reports $247.6 million in regulatory assets under management and employs 8 people.
www.matthiaspw.comView on SEC.gov ↗

Matthias Private Wealth, LLC owners & executives

2 reported
NameTitleOwnershipSince
Richard Russell Matthias ControlChief Compliance OfficerOver 75%2025
Richard Russell Matthias ControlManagerOver 75%2017

Frequently asked questions

How much does Matthias Private Wealth, LLC manage?

Matthias Private Wealth, LLC reports $247.6 million in regulatory assets under management on its Form ADV.

How many employees does Matthias Private Wealth, LLC have?

Matthias Private Wealth, LLC reports 8 employees.

Where is Matthias Private Wealth, LLC located?

Matthias Private Wealth, LLC is based in Winter Park, FL and has been SEC-registered since 2017.

Does Matthias Private Wealth, LLC disclose fund performance?

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

Contact & registration

Address700 West Morse Boulevard, Suite 201, Winter Park, FL 32789
Phone407-691-3300
Fax407-691-3301
Office hours9:00a.m.-5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$210M
Non-discretionary$37.6M
Total (RAUM)$247.6M