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Building 2MATTHIAS PRIVATE WEALTH, LLC

Map pinWINTER PARK, FL
Phone407-691-3300
NotebookSEC #801-111904
Total AUM
$242.8M
Employees
12
Clients
46

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
700 WEST MORSE BOULEVARD
SUITE 201
WINTER PARK
FL 32789
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
407-691-3300

ReceiptFinancials

Total AUM
$242.8M
Accounts
426
Discretionary
$197.9M
Accounts
358
Non-Discretionary
$44.9M
Accounts
68

ContactClients

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Individual Clients
10
AUM
$7.3M
HNW Individual Clients
33
AUM
$231.7M
Charitable Organization Clients
1
AUM
$1.1M
Corporation or Business Clients
2
AUM
$2.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REIMBURSEMENT OF EXPENSES

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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