MATTHIAS PRIVATE WEALTH, LLC
CRD #289761 SEC #801-111904 WINTER PARK, FL 407-691-3300
SEC Registered
Total AUM
$247.6M
Discretionary
$210M
Employees
8
Clients
26
Accounts
487
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $247.6M | $210M | $37.6M | 8 | 0 |
| Mar 2025 | $247.6M | $210M | $37.6M | 8 | 0 |
| Mar 2024 | $196.3M | $166.4M | $29.9M | 10 | 0 |
| Mar 2023 | $169M | $143.8M | $25.2M | 10 | 0 |
| Nov 2022 | $165.6M | $141.6M | $23.9M | 10 | 0 |
| Sep 2022 | $165.6M | $141.6M | $23.9M | 10 | 0 |
| Mar 2022 | $165.6M | $141.6M | $23.9M | 10 | 0 |
| Jun 2021 | $141.8M | $113M | $28.8M | 9 | 0 |
| Mar 2021 | $141.8M | $113M | $28.8M | 9 | 0 |
| Jun 2020 | $127.3M | $98.8M | $28.5M | 7 | 0 |
| Jun 2020 | $127.3M | $98.8M | $28.5M | 7 | 0 |
| May 2020 | $127.3M | $98.8M | $28.5M | 7 | 0 |
| Mar 2020 | $127.3M | $98.8M | $28.5M | 7 | 0 |
| Mar 2019 | $107.3M | $79.2M | $28.1M | 8 | 0 |
| Mar 2018 | $114.7M | $74M | $40.7M | 8 | 0 |
| Feb 2018 | $114.7M | $74M | $40.7M | 7 | 0 |
| Nov 2017 | $0 | $0 | $0 | 3 | 0 |
| Oct 2017 | $0 | $0 | $0 | 3 | 0 |
| Sep 2017 | $0 | $0 | $0 | 3 | 0 |
DateApr 2025
Total AUM$247.6M
Discretionary$210M
Non-Disc.$37.6M
Employees8
Clients0
DateMar 2025
Total AUM$247.6M
Discretionary$210M
Non-Disc.$37.6M
Employees8
Clients0
DateMar 2024
Total AUM$196.3M
Discretionary$166.4M
Non-Disc.$29.9M
Employees10
Clients0
DateMar 2023
Total AUM$169M
Discretionary$143.8M
Non-Disc.$25.2M
Employees10
Clients0
DateNov 2022
Total AUM$165.6M
Discretionary$141.6M
Non-Disc.$23.9M
Employees10
Clients0
DateSep 2022
Total AUM$165.6M
Discretionary$141.6M
Non-Disc.$23.9M
Employees10
Clients0
DateMar 2022
Total AUM$165.6M
Discretionary$141.6M
Non-Disc.$23.9M
Employees10
Clients0
DateJun 2021
Total AUM$141.8M
Discretionary$113M
Non-Disc.$28.8M
Employees9
Clients0
DateMar 2021
Total AUM$141.8M
Discretionary$113M
Non-Disc.$28.8M
Employees9
Clients0
DateJun 2020
Total AUM$127.3M
Discretionary$98.8M
Non-Disc.$28.5M
Employees7
Clients0
DateJun 2020
Total AUM$127.3M
Discretionary$98.8M
Non-Disc.$28.5M
Employees7
Clients0
DateMay 2020
Total AUM$127.3M
Discretionary$98.8M
Non-Disc.$28.5M
Employees7
Clients0
DateMar 2020
Total AUM$127.3M
Discretionary$98.8M
Non-Disc.$28.5M
Employees7
Clients0
DateMar 2019
Total AUM$107.3M
Discretionary$79.2M
Non-Disc.$28.1M
Employees8
Clients0
DateMar 2018
Total AUM$114.7M
Discretionary$74M
Non-Disc.$40.7M
Employees8
Clients0
DateFeb 2018
Total AUM$114.7M
Discretionary$74M
Non-Disc.$40.7M
Employees7
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0