# Matthias Private Wealth, LLC

Matthias Private Wealth, LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/matthias-private-wealth

## Regulatory record

- **CRD number:** 289761
- **SEC file number:** 801-111904
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289761

## About

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.

## Questions

### 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.

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- [GEN NEXT WEALTH, INC.](https://altss.com/profile/gen-next-wealth-inc)
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Last updated: 2026-07-06T01:24:20.921Z

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