MATTHIAS PRIVATE WEALTH, LLC

700 West Morse Boulevard
Suite 201
Winter Park, Florida 32789
Tel: 407-691-3300

About MATTHIAS PRIVATE WEALTH, LLC

MATTHIAS PRIVATE WEALTH, LLC, formally registered with the SEC as MATTHIAS PRIVATE WEALTH, LLC. The firm was established in 10/25/2017. They have over 1 offices throughout the country.

MATTHIAS PRIVATE WEALTH, LLC is a Winter Park, Florida based Financial Planning firm with nearly $196,321,547 assets under management, offering retirement planning & investment advisory services to 467 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289761
SEC#	801-111904
Assets Managed by Firm	$196,321,547
No. of Clients	467
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (REIMBURSEMENT OF EXPENSES)

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	467	$196,321,547
Individuals (other than high net worth individuals)	14	$9,222,277
High net worth individuals	32	$183,194,675
Charitable organizations	Fewer than 5 clients	$976,187
Corporations or other businesses	Fewer than 5 clients	$2,928,408

More Retirement Planning firms in Winter Park, Florida:

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GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301	$120,567,542,959	727	189
CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578
DOUBLELINE CAPITAL LP 2002 N. Tampa Street, 2nd Floor Tampa, FL, 33602	$92,968,371,160	146	264

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