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MATTHIAS PRIVATE WEALTH, LLC
CRD 289761 · SEC 801-111904
700 WEST MORSE BOULEVARD, SUITE 201, WINTER PARK, FL, 32789, United States
Phone
407-691-3300
Fax
407-691-3301
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$242.8M
Discretionary AUM
$197.9M
Team
12 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; REIMBURSEMENT OF EXPENSES
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $7.3M |
| High net worth individuals | 33 | $231.7M |
| Charitable organizations | 1 | $1.1M |
| Corporations/business entities | 2 | $2.7M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD