Key facts
- Matthias Private Wealth is a family office based in Winter Park, Florida.
- The team roster lists 1 person.
- Matthias Private Wealth reports $1.7M in regulatory assets under management, per its SEC Form ADV (2026-03).
About Matthias Private Wealth
Matthias Private Wealth is a multi-family office based in Winter Park, Florida. Established in 2017, it delivers comprehensive investment advisory services, including portfolio management, financial planning, estate planning, and charitable planning, as well as tax planning and consulting services and bookkeeping services to individuals, trusts, estates, charitable organizations, corporations, limited liability companies, other business entities, and pension and profit-sharing plans. The assets of the firm are managed by its executive management team.
Registered with the SEC
Form ADV · 2026-03 · CRD 289761- Regulatory AUM
- $1.7M
- Private fund assets
- —
- Private funds
- —
- Staff
- 12
- Registered office
- WINTER PARK, FL
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as MATTHIAS PRIVATE WEALTH, LLC).
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Portfolio
No portfolio companies for Matthias Private Wealth are on record yet. Positions surface from round participations, filings, and coverage.
Partners, principals, and the people who answer a pitch. Pro members reveal contacts with credits.
Frequently asked
- What is Matthias Private Wealth's AUM?
- Matthias Private Wealth manages approximately $196 in assets.