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Home > Retirement Planners > california > san carlos > MA PRIVATE WEALTH, LLC
MA PRIVATE WEALTH, LLC
1355 A San Carlos Avenue
San Carlos, California 94070
Tel: (650) 232-2021
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 Status | Approved |
|---|---|
| Firm CRD# | 291366 |
| SEC# | 801-112344 |
| Assets Managed by Firm | $584,116,263 |
| No. of Clients | 352 |
| No. of Advisors | 7 |
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 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 |
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