MATTHIAS PRIVATE WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$242,839,136
Discretionary
$197,941,913
Non-discretionary
$44,897,223
Firm details
- CRD number
- 289761
- SEC file number
- 801-111904
- Main office
- WINTER PARK, FL, United States
- Employees
- 12
- SEC status
- Approved
- Website
- HTTPS://WWW.MATTHIASPW.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of November 2026.