MA PRIVATE WEALTH, LLC
Firm details
- Headquarters
- SAN CARLOS, California
- CRD number
- 291366
- Registered since
- January 19, 2018
- Website
- www.maprivatewealth.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI73.95%
- Individuals26.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
MA Private Wealth, LLC is an independent registered investment adviser formed as an LLC in 2018 that focuses on serving individual and family clients. The firm offers comprehensive financial planning and portfolio management across individual/small business and institutional/business segments, and it also performs manager selection for third-party advisers. Its fees combine a percentage-of-AUM component with fixed fees, and the firm identifies itself as a capital allocator — meaning it places client capital with external managers where appropriate. MA Private Wealth does not self-identify as an active ESG investor and is not structured as a multi-state or pension consulting practice.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Cash & Cash Equivalents4%
- Exchange Traded Equities3%
- Non-Exchange Traded Equities2%
- Other1%
Owners & executives
2 of 2ERICA ARROYO
COOCRD 4873607
MARTIN MILLER
CEOCRD 2194277
Contacts
3 of 3Mallory Davis
Private Wealth AdvisorCRD 7738339
BRIAN FERRIN
Financial AdvisorCRD 2202649
VIJAY PATEL
Private Wealth AdvisorCRD 4595598
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$682M in ETFs
75%
$509M
15%
$173M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $74.7M | 125,012 | 10.96% |
Location
SAN CARLOS, CA
SAN MATEO
Location
SAN CARLOS, CA
Headquartered in SAN CARLOS, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 1355 San Carlos Ave
- Time zone
- PT (UTC-8)
- Office locations
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