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Matthias Private Wealth, LLC
Matthias Private Wealth, LLC is a registered RIA multi-family office offering wealth management services.
Matthias Private Wealth, LLC
Matthias Private Wealth, LLC is an SEC-registered investment adviser in Winter Park, FL, registered since 2017. The firm manages $243 million in assets, with $198 million on a discretionary basis. It has 12 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Is Matthias Private Wealth, LLC a single family office or multi-family office?
Matthias Private Wealth, LLC operates as a multi-family office under SEC registration as a registered investment advisor (RIA). It serves multiple affluent families rather than a single family. The exact number of client families is not publicly disclosed.
What investment services does Matthias Private Wealth, LLC offer?
As an RIA, the firm provides wealth management, financial planning, and investment advisory services. Typical offerings for such firms include asset allocation, portfolio management, tax-efficient strategies, and estate planning, though specific service menus are not published.
Who are the principals or leadership at Matthias Private Wealth, LLC?
No named principals or leadership team members are publicly available for this firm. SEC filings or state registrations may list an owner or manager, but these documents are not accessible in common search results. This lack of transparency is notable.
What is the firm's regulatory status?
Matthias Private Wealth, LLC is registered as an investment advisor with the US Securities and Exchange Commission (SEC) or a state regulator, indicating it must adhere to fiduciary standards and disclosure requirements. Its public registration status can be confirmed via the SEC's Investment Adviser Public Disclosure (IAPD) database.
Does Matthias Private Wealth, LLC have any publicly disclosed assets under management (AUM)?
No. The firm does not disclose AUM in any known public source. As an RIA, it may file Form ADV with the SEC, which could contain AUM data, but that filing is not available through standard public queries. The AUM band remains undisclosed.
Profile maintained by Altss 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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