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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 1, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Huston, Corinne | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MYERS, BRANDY, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MYERS, BRANDY, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MYERS, BRANDY, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MYERS, BRANDY, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MYERS, BRANDY, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MYERS, BRANDY, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MYERS, BRANDY, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MYERS, BRANDY, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MYERS, BRANDY, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MYERS, BRANDY, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MYERS, BRANDY, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MATTHIAS, RICHARD, RUSSELL | I | MANAGER, CHIEF COMPLIANCE OFFICER | E | Control |
| MATTHIAS, RICHARD, RUSSELL | I | MANAGER, CHIEF COMPLIANCE OFFICER | E | Control |
| MATTHIAS, RICHARD, RUSSELL | I | MANAGER, CHIEF COMPLIANCE OFFICER | E | Control |
| MATTHIAS, RICHARD, RUSSELL | I | MANAGER, CHIEF COMPLIANCE OFFICER | E | Control |
| MATTHIAS, RICHARD, RUSSELL | I | MANAGER, CHIEF COMPLIANCE OFFICER | E | Control |
| MATTHIAS, RICHARD, RUSSELL | I | MANAGER, CHIEF COMPLIANCE OFFICER | E | Control |
| MATTHIAS, RICHARD, RUSSELL | I | MANAGER | E | Control |
| MATTHIAS, RICHARD, RUSSELL | I | MANAGER | E | Control |
| MATTHIAS, RICHARD, RUSSELL | I | MANAGER | E | Control |
| MATTHIAS, RICHARD, RUSSELL | I | MANAGER | E | Control |
| MATTHIAS, RICHARD, RUSSELL | I | MANAGER | E | Control |
| MATTHIAS, RICHARD, RUSSELL | I | MANAGER | E | Control |
| MATTHIAS, RICHARD, RUSSELL | I | MANAGER | E | Control |
| MATTHIAS, RICHARD, RUSSELL | I | MANAGER | E | Control |
| MATTHIAS, RICHARD, RUSSELL | I | MANAGER | E | Control |
| MATTHIAS, RICHARD, RUSSELL | I | MANAGER | E | Control |
| MATTHIAS, RICHARD, RUSSELL | I | MANAGER | E | Control |
| MATTHIAS, RICHARD, RUSSELL | I | MANAGER | E | Control |
| MATTHIAS, RICHARD, RUSSELL | I | MANAGER | E | Control |
| MATTHIAS, RICHARD, RUSSELL | I | CHIEF COMPLIANCE OFFICER | E | Control |
| MATTHIAS, RICHARD, RUSSELL | I | MANAGER | E | Control |
| MATTHIAS, RICHARD, RUSSELL | I | CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Apr 1, 2025 REGISTERED
Notice Filings (1)
FL
Address
700 WEST MORSE BOULEVARDSUITE 201
WINTER PARK, FL 32789
United States
Phone: 407-691-3300