1355 A San Carlos Avenue
San Carlos, California 94070
Tel: (650) 232-2021
MA PRIVATE WEALTH, LLC, formally registered with the SEC as MA PRIVATE WEALTH, LLC. The firm was established in 01/19/2018. They have over 3 offices throughout the country.
MA PRIVATE WEALTH, LLC is a San Carlos, California based Financial Planning firm with nearly $584,116,263 assets under management, offering retirement planning & investment advisory services to 352 clients. The firm is staffed with 7 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 291366 |
SEC# | 801-112344 |
Assets Managed by Firm | $584,116,263 |
No. of Clients | 352 |
No. of Advisors | 7 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 352 | $584,116,263 |
Individuals (other than high net worth individuals) | 202 | $144,686,410 |
High net worth individuals | 150 | $439,429,853 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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