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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 4, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ARROYO, ERICA, LYNN | I | CHIEF OPERATING OFFICER | NA | Control |
| ARROYO, ERICA, LYNN | I | CHIEF OPERATING OFFICER | NA | Control |
| ARROYO, ERICA, LYNN | I | CHIEF OPERATING OFFICER | NA | Control |
| ARROYO, ERICA, LYNN | I | CHIEF OPERATING OFFICER | NA | Control |
| ARROYO, ERICA, LYNN | I | CHIEF OPERATING OFFICER | NA | Control |
| ARROYO, ERICA, LYNN | I | CHIEF OPERATING OFFICER | NA | Control |
| ARROYO, ERICA, LYNN | I | CHIEF OPERATING OFFICER | NA | Control |
| ARROYO, ERICA, LYNN | I | CHIEF OPERATING OFFICER | NA | Control |
| ARROYO, ERICA, LYNN | I | CHIEF OPERATING OFFICER | NA | Control |
| ARROYO, ERICA, LYNN | I | CHIEF OPERATING OFFICER | NA | Control |
| ARROYO, ERICA, LYNN | I | CHIEF OPERATING OFFICER | NA | Control |
| ARROYO, ERICA, LYNN | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| ARROYO, ERICA, LYNN | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | NA | Control |
| BERNSTEIN, DANIEL, ADAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, MARTIN, SCOTT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | NA | Control |
| MILLER, MARTIN, SCOTT | I | MANAGING MEMBER | NA | Control |
| MILLER, MARTIN, SCOTT | I | MANAGING MEMBER | NA | Control |
| INTERIM HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| MAPW HOLDINGS, LLC | DE | SHAREHOLDER | E | Control |
| MAPW HOLDINGS, LLC | DE | SHAREHOLDER | E | Control |
| MAPW HOLDINGS, LLC | DE | SHAREHOLDER | E | Control |
| MILLER, MARTIN, SCOTT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| MILLER, MARTIN, SCOTT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| MILLER, MARTIN, SCOTT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| MILLER, MARTIN, SCOTT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| MILLER, MARTIN, SCOTT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| MILLER, MARTIN, SCOTT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| MILLER, MARTIN, SCOTT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| MILLER, MARTIN, SCOTT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| MILLER, MARTIN, SCOTT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| MILLER, MARTIN, SCOTT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| MILLER, MARTIN, SCOTT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| MILLER, MARTIN, SCOTT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| MILLER, MARTIN, SCOTT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| MILLER, MARTIN, SCOTT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| MILLER, MARTIN, SCOTT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| MILLER, MARTIN, SCOTT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| MILLER, MARTIN, SCOTT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Sep 4, 2025 REGISTERED
Notice Filings (8)
CA CO FL IL LA NV TX WA
Address
1355 A SAN CARLOS AVENUESAN CARLOS, CA 94070
United States
Phone: (650) 232-2021