# MA PRIVATE WEALTH, LLC

MA PRIVATE WEALTH, LLC of SAN CARLOS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 291366
- Type: SEC-registered investment adviser
- SEC file number: 801-112344
- Location: 1355 A SAN CARLOS AVENUE, SAN CARLOS, CA, 94070
- Phone: (650) 232-2021
- Latest filing: 2026-04-15
- Regulatory AUM: $686.0M
- Discretionary AUM: $681.3M
- Non-discretionary AUM: $4.7M
- Clients: 7
- Accounts: 1,019

## Business model

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

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Miller Scott | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | Rye, NY |
| Martin Scott Miller | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER; MANAGING MEMBER; MEMBER | — |
| Erica Lynn Arroyo | CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | — |
| BERNSTEIN DANIEL ADAM | CHIEF COMPLIANCE OFFICER | — |
| ARROYO ERICA LYNN | CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/291366/brochure
- Similar advisers: https://search.stillhousedata.com/firm/291366/similar
- Related entities: https://search.stillhousedata.com/firm/291366/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/291366

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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.