MA PRIVATE WEALTH, LLC

MA PRIVATE WEALTH, LLC of SAN CARLOS, CA is an SEC-registered investment adviser (CRD 291366). Regulatory assets under management: $686.0M.

Registration

Business model

Compensation: % of AUM, Fixed.

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

Officers, owners & control persons (5)

NameRoleLocation
Miller ScottCHIEF COMPLIANCE OFFICER AND MANAGING MEMBERRye, NY
Martin Scott MillerCHIEF COMPLIANCE OFFICER AND MANAGING MEMBER; MANAGING MEMBER; MEMBER
Erica Lynn ArroyoCHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER
BERNSTEIN DANIEL ADAMCHIEF COMPLIANCE OFFICER
ARROYO ERICA LYNNCHIEF OPERATING OFFICER

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