Ma Private Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Carlos, CA. Its latest Form ADV filing, dated April 15, 2026, reports $686M in regulatory assets under management, 7 employees, 1 office, and 1,019 accounts.
Assets Under Management
$686M
Employees
7
Offices
1 office
Total Clients
366
Primary office
SAN CARLOS, CA
1355 A SAN CARLOS AVENUE, SAN CARLOS, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.6% of total clients.
Top client categories% of clientsClients
1
Individuals
59.6%
218
2
HNWI
40.4%
148
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$686Mas of April 15, 2026
Discretionary99.3%
$681M
99% of total RAUM99.3%
Non-discretionary0.7%
$5M
1% of total RAUM0.7%
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$686M
Total Accounts1,019
10Y AUM Change+$686M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee52:1
10Y Employee Change+6 (+600.0%)
* 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.