Firm profile

MATTHIAS PRIVATE WEALTH, LLC

WINTER PARK, FLCRD 289761Latest ADV March 27, 2026

Matthias Private Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Winter Park, FL. Its latest Form ADV filing, dated March 27, 2026, reports $243M in regulatory assets under management, 12 employees, and 426 accounts.

Assets Under Management
$243M
Employees
12
Offices
--
Total Clients
46
Primary office
WINTER PARK, FL
700 WEST MORSE BOULEVARD, SUITE 201, WINTER PARK, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCORichard R. Matthias
COOCatherine B. Matthias

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentHNWI represent 71.7% of total clients.
Top client categories% of clientsClients
1
HNWI
71.7%
33
2
Individuals
21.7%
10
3
Corporations
4.3%
2
4
Charitable
2.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$243Mas of March 27, 2026
Discretionary81.5%
$198M
82% of total RAUM81.5%
Non-discretionary18.5%
$45M
18% of total RAUM18.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$243M
Total Accounts426
10Y AUM Change+$243M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees12
Clients per Employee4:1
10Y Employee Change+9 (+300.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.