# MATTHIAS PRIVATE WEALTH, LLC

MATTHIAS PRIVATE WEALTH, LLC of WINTER PARK, FL is an SEC-registered investment adviser.

## Registration

- CRD: 289761
- Type: SEC-registered investment adviser
- SEC file number: 801-111904
- Location: 700 WEST MORSE BOULEVARD, SUITE 201, WINTER PARK, FL, 32789
- Phone: 407-691-3300
- Latest filing: 2026-03-27
- Regulatory AUM: $242.8M
- Discretionary AUM: $197.9M
- Non-discretionary AUM: $44.9M
- Clients: 12
- Accounts: 426

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Richard Russell Matthias | CHIEF COMPLIANCE OFFICER; MANAGER; PRINCIPAL | — |
| MATTHIAS RICHARD RUSSELL | MANAGER; MANAGER, CHIEF COMPLIANCE OFFICER | — |
| MYERS BRANDY MICHELLE | CHIEF COMPLIANCE OFFICER | — |
| Huston Corinne | CHIEF COMPLIANCE OFFICER | — |
| Catherine B Matthias | CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289761/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289761/similar
- Related entities: https://search.stillhousedata.com/firm/289761/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289761

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.