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MA PRIVATE WEALTH, LLC
CRD 291366 · SEC 801-112344
1355 A SAN CARLOS AVENUE, SAN CARLOS, CA, 94070, United States
Phone
(650) 232-2021
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$686.0M
Discretionary AUM
$681.3M
Team
7 total employees; 5 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 218 | $178.7M |
| High net worth individuals | 148 | $507.3M |
States served
CA, CO, IL, LA, NV, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD