MA

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MA Wealth Management Overview

Type

Multi Family Office

General Information

MA Wealth Management is a multi-family office headquartered in Long Beach. The firm provides comprehensive financial oversight and advisory services to multiple families, focusing on investment management, estate planning, and intergenerational wealth transfer. By coordinating across asset classes and family needs, MA Wealth Management seeks to preserve and grow client capital—supports families in navigating complex financial landscapes and achieving long-term objectives.

Contact Information

Year Founded:

Investment Focus & Strategy

Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals

Corporate Office:
Long Beach, United States

Portfolio & Notable Allocations

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MA Wealth Management | Long Beach Multi Family Office | Altss