Matthias Private Wealth, LLC
Matthias Private Wealth, LLC is an SEC-registered wealth manager in Winter Park, FL with $242.8M assets under management (AUM, regulatory AUM), -2% over one year. See who owns Matthias Private Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289761, SEC 801-111904, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $242.8M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Winter Park, FL
- Employees
- 12
- Clients
- 46
- CRD
- 289761
- Ownership
- MATTHIAS, RICHARD, RUSSELL; MYERS, BRANDY, MICHELLE; Huston, Corinne; Matthias, Catherine, B
How much AUM does Matthias Private Wealth, LLC have?
Matthias Private Wealth, LLC reported $242.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Matthias Private Wealth, LLC?
Disclosed owners and executives of Matthias Private Wealth, LLC include MATTHIAS, RICHARD, RUSSELL, MYERS, BRANDY, MICHELLE, Huston, Corinne, Matthias, Catherine, B. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.