Multi-Family OfficeRIA · CRD 297772SEC-Registered

Updated:

MACIEL WEALTH MANAGEMENT

MACIEL WEALTH MANAGEMENT is an SEC-registered investment adviser in OVERLAND PARK, KS. The firm manages approximately $19 million in regulatory assets.

MACIEL WEALTH MANAGEMENT

MACIEL WEALTH MANAGEMENT is an SEC-registered investment adviser in OVERLAND PARK, KS. The firm manages approximately $19 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

Overland Park

Corporate office

Miami, FL, United States

Principals

Charles Maciel

Founder and CEO

Sector focus

Real EstatePrivate CreditHedge FundsHealthcare Services

Frequently asked questions

Who runs investment decisions at Maciel Wealth Management?

Charles Maciel, founder and CEO, leads the investment team and supervises all portfolio construction decisions. The firm operates with a lean team, with Maciel personally involved in client engagements.

Does Maciel Wealth Management allocate to fund investments or only direct deals?

The firm uses both structures. For hedge funds and private credit, it typically picks commingled fund vehicles managed by external managers. In real estate and healthcare, it participates in direct co-investments alongside sponsors or within syndicates.

Which asset classes does Maciel Wealth Management focus on?

The firm allocates across hedge funds, private credit, and real estate, with additional exposure to healthcare services. It does not have a public profile for venture capital or public equities as standalone asset classes.

Is Maciel Wealth Management a single-family office or a multi-family office?

It is a multi-family office, serving multiple unrelated families. The firm does not manage the concentrated wealth of one single dynasty, distinguishing it from a single-family office model.

How does Maciel source proprietary deal flow for clients?

The firm leverages its network of relationships with independent fund managers, real estate sponsors, and healthcare operators in the Miami market. It does not operate a large sourcing platform; deals arrive through Charles Maciel's direct connections and referral partners.

Does the firm publish an AUM figure?

Maciel Wealth Management does not publicly disclose its assets under management. Given its Miami-based, multi-family office operation, most industry estimates place its AUM in the sub-$1 billion range. (Altss estimate)

What sets Maciel Wealth Management apart from larger RIAs?

The firm's small, bespoke nature means each portfolio is distinct, built around a family's specific tax situation, liquidity needs, and succession plan. It does not use model-portfolio overlays or standardized asset-allocation templates, which is rare for an RIA of any size.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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