Matthias Private Wealth, LLC
● SEC registered since 2017CRD 289761SEC# 801-111904Winter Park, FL
Reg. AUM
$242.8M
Employees
12
Accounts
426
Location
Winter Park, FL
Matthias Private Wealth, LLC assets under management
Matthias Private Wealth, LLC is an investment advisory firm registered with the SEC based in Winter Park, FL. The firm has been registered since 2017. It reports $242.8 million in regulatory assets under management and employs 12 people.
Matthias Private Wealth, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Catherine B Matthias Control | Chief Operating Officer | 50-75% | 2017 |
| Richard Russell Matthias Control | Principal | Over 75% | 2017 |
| Richard Russell Matthias Control | Chief Compliance Officer | 50-75% | 2025 |
Frequently asked questions
How much does Matthias Private Wealth, LLC manage?
Matthias Private Wealth, LLC reports $242.8 million in regulatory assets under management on its Form ADV.
How many employees does Matthias Private Wealth, LLC have?
Matthias Private Wealth, LLC reports 12 employees.
Where is Matthias Private Wealth, LLC located?
Matthias Private Wealth, LLC is based in Winter Park, FL and has been SEC-registered since 2017.
Does Matthias Private Wealth, LLC disclose fund performance?
Matthias 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 | 700 West Morse Boulevard, Suite 201, Winter Park, FL 32789 |
| Phone | 407-691-3300 |
| Fax | 407-691-3301 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$242.8M▼ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$242.8Mregulatory AUM
Discretionary $197.9MNon-discretionary $44.9M