Ma Private Wealth, LLC
● SEC registered since 2018CRD 291366SEC# 801-112344San Carlos, CA
Reg. AUM
$686M
Employees
7
Accounts
1,019
Location
San Carlos, CA
Ma Private Wealth, LLC assets under management
Ma Private Wealth, LLC operates as an SEC-registered investment adviser based in San Carlos, CA. The firm has been registered since 2018. It reports $686 million in regulatory assets under management and employs 7 people.
Ma Private Wealth, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Erica Lynn Arroyo Control | Chief Operating Officer & Chief Compliance Officer | Under 5% | 2022 |
| Mapw Holdings, LLC Control | Shareholder | Over 75% | 2025 |
| Martin Scott Miller Control | Managing Member | Under 5% | 2018 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Ma Private Wealth, LLC manage?
Ma Private Wealth, LLC reports $686 million in regulatory assets under management on its Form ADV.
How many employees does Ma Private Wealth, LLC have?
Ma Private Wealth, LLC reports 7 employees.
Where is Ma Private Wealth, LLC located?
Ma Private Wealth, LLC is based in San Carlos, CA and has been SEC-registered since 2018.
Does Ma Private Wealth, LLC disclose fund performance?
Ma Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1355 a San Carlos Avenue, San Carlos, CA 94070 |
| Phone | (650) 232-2021 |
| Office hours | 9:00a.m. - 6:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1767474 |
| Discloses disciplinary history | No |
Regulatory AUM
$686M▲ 17%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$686Mregulatory AUM
Discretionary $681.3MNon-discretionary $4.7M