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 organized as an LLC and SEC-registered in 2018. The firm serves individual and family clients, charging fees both as a percentage of assets under management and via fixed fees. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and the selection of third‑party advisers, which aligns with its role as a capital allocator. The firm does not identify as an active ESG investor and is not described as a multi‑state adviser in the available data.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 3
Mallory 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
$767M in ETFs
72%
$552M
15%
$215M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $86.2M | 125,554 | 11.24% |
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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