MATTHIAS PRIVATE WEALTH, LLC

MATTHIAS PRIVATE WEALTH, LLC of WINTER PARK, FL is an SEC-registered investment adviser (CRD 289761). Regulatory assets under management: $242.8M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (5)

NameRoleLocation
Richard Russell MatthiasCHIEF COMPLIANCE OFFICER; MANAGER; PRINCIPAL
MATTHIAS RICHARD RUSSELLMANAGER; MANAGER, CHIEF COMPLIANCE OFFICER
MYERS BRANDY MICHELLECHIEF COMPLIANCE OFFICER
Huston CorinneCHIEF COMPLIANCE OFFICER
Catherine B MatthiasCHIEF OPERATING OFFICER

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