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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-19-2018
- Office Locations
- 2
Office Locations
About MA Private Wealth, LLC
MA Private Wealth is a San Carlos, CA boutique fiduciary RIA providing customized investment management and comprehensive financial planning. The team integrates each client’s assets, goals, and risk tolerance into a coordinated plan and emphasizes transparency and ongoing portfolio adjustments. Supports clients with complex, evolving careers (including Silicon Valley professionals) and custodies primarily at Schwab and Fidelity.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
ERICA LYNN ARROYO
Chief Compliance Officer, CHIEF OPERATING OFFICER, Partner, Private Wealth Advisor
- CRD
- #4873607
- Ownership
- Less than 5%
MARTIN SCOTT MILLER
Managing Member, Private Wealth Advisor
- CRD
- #2194277
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Mallory Nichole Davis
Wealth Advisor
- CRD
- #7738339
BRIAN CURTIS FERRIN
Financial Advisor
- CRD
- #2202649
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $681,335,853 | $672,592 |
| Non-Discretionary | $4,676,399 | $779,400 |
| Total | $686,012,252 | $673,221 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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