MATTHIAS PRIVATE WEALTH, LLC

Overview

Matthias Private Wealth, LLC is an independent registered investment adviser that acts as a capital allocator for a concentrated client base of individuals, families and institutions. The firm emphasizes equity exposure—both exchange-traded equities and ETFs—and uses separately managed account structures to deliver customized equity solutions. Its advisory scope includes financial planning, portfolio management for individuals, small businesses and institutions, and the selection of third‑party advisers, which signals a mix of in‑house portfolio implementation and outsourced manager selection when specialized capabilities are needed. The firm’s billing model is flexible, combining percentage‑of‑AUM fees with hourly and fixed‑fee arrangements, and it also performs accounting‑related business activities. Matthias Private Wealth is not an ESG‑focused investor and maintains a single‑state registration profile. As a capital allocator, it blends liquid equity strategies with allocations to private funds and direct private placement opportunities to meet client objectives that require both liquidity and longer‑term, illiquid exposures.

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Public Holdings

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Location & Offices