MA PRIVATE WEALTH, LLC
CRD #291366 SEC #801-112344 SAN CARLOS, CA (650) 232-2021
SEC Registered
Total AUM
$584.1M
Discretionary
$582M
Employees
7
Clients
51
Accounts
352
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $584.1M | $582M | $2.2M | 7 | 0 |
| Aug 2025 | $584.1M | $582M | $2.2M | 7 | 0 |
| Jun 2025 | $584.1M | $582M | $2.2M | 7 | 0 |
| May 2025 | $584.1M | $582M | $2.2M | 7 | 0 |
| Apr 2025 | $584.1M | $582M | $2.2M | 7 | 0 |
| Apr 2025 | $584.1M | $582M | $2.2M | 7 | 0 |
| Feb 2025 | $584.1M | $582M | $2.2M | 7 | 0 |
| Apr 2024 | $513.2M | $513.2M | $0 | 8 | 0 |
| Mar 2024 | $513.2M | $513.2M | $0 | 8 | 0 |
| Oct 2023 | $445M | $442.3M | $2.7M | 8 | 0 |
| Mar 2023 | $445M | $442.3M | $2.7M | 8 | 0 |
| Apr 2022 | $639.7M | $594.1M | $45.6M | 7 | 0 |
| Mar 2022 | $639.7M | $594.1M | $45.6M | 7 | 0 |
| Mar 2021 | $543.5M | $504.6M | $39M | 6 | 0 |
| Jun 2020 | $488.5M | $454.9M | $33.7M | 7 | 0 |
| Mar 2020 | $488.5M | $454.9M | $33.7M | 7 | 0 |
| Apr 2019 | $413.2M | $413.2M | $0 | 7 | 0 |
| Mar 2019 | $413.2M | $413.2M | $0 | 7 | 0 |
| May 2018 | $370.5M | $364.1M | $6.5M | 4 | 0 |
| Jan 2018 | $0 | $0 | $0 | 4 | 0 |
| Dec 2017 | $0 | $0 | $0 | 1 | 0 |
DateSep 2025
Total AUM$584.1M
Discretionary$582M
Non-Disc.$2.2M
Employees7
Clients0
DateAug 2025
Total AUM$584.1M
Discretionary$582M
Non-Disc.$2.2M
Employees7
Clients0
DateJun 2025
Total AUM$584.1M
Discretionary$582M
Non-Disc.$2.2M
Employees7
Clients0
DateMay 2025
Total AUM$584.1M
Discretionary$582M
Non-Disc.$2.2M
Employees7
Clients0
DateApr 2025
Total AUM$584.1M
Discretionary$582M
Non-Disc.$2.2M
Employees7
Clients0
DateApr 2025
Total AUM$584.1M
Discretionary$582M
Non-Disc.$2.2M
Employees7
Clients0
DateFeb 2025
Total AUM$584.1M
Discretionary$582M
Non-Disc.$2.2M
Employees7
Clients0
DateApr 2024
Total AUM$513.2M
Discretionary$513.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$513.2M
Discretionary$513.2M
Non-Disc.$0
Employees8
Clients0
DateOct 2023
Total AUM$445M
Discretionary$442.3M
Non-Disc.$2.7M
Employees8
Clients0
DateMar 2023
Total AUM$445M
Discretionary$442.3M
Non-Disc.$2.7M
Employees8
Clients0
DateApr 2022
Total AUM$639.7M
Discretionary$594.1M
Non-Disc.$45.6M
Employees7
Clients0
DateMar 2022
Total AUM$639.7M
Discretionary$594.1M
Non-Disc.$45.6M
Employees7
Clients0
DateMar 2021
Total AUM$543.5M
Discretionary$504.6M
Non-Disc.$39M
Employees6
Clients0
DateJun 2020
Total AUM$488.5M
Discretionary$454.9M
Non-Disc.$33.7M
Employees7
Clients0
DateMar 2020
Total AUM$488.5M
Discretionary$454.9M
Non-Disc.$33.7M
Employees7
Clients0
DateApr 2019
Total AUM$413.2M
Discretionary$413.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$413.2M
Discretionary$413.2M
Non-Disc.$0
Employees7
Clients0
DateMay 2018
Total AUM$370.5M
Discretionary$364.1M
Non-Disc.$6.5M
Employees4
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0