Ma Private Wealth, LLC
Ma Private Wealth, LLC is an SEC-registered wealth manager in San Carlos, CA with $686.0M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Ma Private Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 291366, SEC 801-112344, data through 2026-04-15.
- AUM (assets under management / regulatory AUM)
- $686.0M (2026-04-15)
- Firm type
- Wealth Manager
- Location
- San Carlos, CA
- Employees
- 7
- Clients
- 366
- CRD
- 291366
- Ownership
- BERNSTEIN, DANIEL, ADAM; MILLER, MARTIN, SCOTT; INTERIM HOLDINGS, LLC; ARROYO, ERICA, LYNN; MAPW HOLDINGS, LLC
How much AUM does Ma Private Wealth, LLC have?
Ma Private Wealth, LLC reported $686.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-15).
Who owns Ma Private Wealth, LLC?
Disclosed owners and executives of Ma Private Wealth, LLC include BERNSTEIN, DANIEL, ADAM, MILLER, MARTIN, SCOTT, INTERIM HOLDINGS, LLC, ARROYO, ERICA, LYNN, MAPW HOLDINGS, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.