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MA PRIVATE WEALTH, LLC

1355 A San Carlos Avenue
San Carlos, California 94070
Tel: (650) 232-2021

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About MA PRIVATE WEALTH, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#291366
SEC#801-112344
Assets Managed by Firm$584,116,263
No. of Clients352
No. of Advisors7

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total352$584,116,263
Individuals (other than high net worth individuals)202$144,686,410
High net worth individuals150$439,429,853

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