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- Custodian
- Bank OF America · Charles Schwab & Company · Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-17-2015
- Office Locations
- 2
Office Locations
About Ethos Private Wealth
Ethos Private Wealth is a boutique RIA serving successful families and business owners with integrated wealth management, including financial planning, tax and estate coordination, insurance reviews, and portfolio construction. The investment approach emphasizes asset allocation and risk management using ETFs, mutual funds, and fixed income, with selective exposure to real estate and private placements. Custody available at Charles Schwab and Merrill Lynch.
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Owner & Executives
MATTHEW ANTHONY LAPIDES
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #3137390
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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XIUMING JIN
Vice President
- CRD
- #6089403
Clinton Travis Kilgore
--
- CRD
- #6092792
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,737,935 | $466,667 |
| Non-Discretionary | $2,837,537 | -- |
| Total | $46,575,472 | $466,667 |
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Separately Managed Accounts
Total SMA Asset: $46,575,472
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $47,406,757 | 7.0% |
| Equity - Exchange | $124,612,046 | 18.4% |
| Cash | $127,321,004 | 18.8% |
| Corporate - Investment Grade | $52,824,672 | 7.8% |
| Public Funds | $129,352,722 | 19.1% |
| Private Funds | $195,722,180 | 28.9% |
| Total | $677,239,381 | 100.0% |