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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Radial
- Established Date
- 08-01-2017
- Office Locations
- 1
Office Locations
About Matthias Private Wealth, LLC
Matthias Private Wealth is an independent RIA based in Winter Park, FL, advising families and business owners through complex transitions—inheritances, cross-border moves, divorce, retirement and philanthropy. The firm pairs planning with portfolio construction, leaning on ETFs alongside mutual funds, fixed income and select alternatives (including real estate/venture capital when fit). Custody is primarily at Charles Schwab.
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Owner & Executives
RICHARD RUSSELL MATTHIAS
Chief Compliance Officer, Principal
- CRD
- #6852492
- Ownership
- 75% or more
Catherine B Matthias
CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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JUSTIN JAMES ELLSESSER
--
- CRD
- #5977801
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $197,941,913 | $552,910 |
| Non-Discretionary | $44,897,223 | $660,253 |
| Total | $242,839,136 | $570,045 |
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Separately Managed Accounts
Total SMA Asset: $242,839,136
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $230,685,744 | 7.3% |
| Public Funds | $202,245,036 | 6.4% |
| Equity - OTC | $334,968,341 | 10.6% |
| Cash | $420,290,466 | 13.3% |
| Private Funds | $410,810,230 | 13.0% |
| Corporate - Investment Grade | $767,899,122 | 24.3% |
| Municipal Bonds | $442,411,017 | 14.0% |
| Other | $350,768,735 | 11.1% |
| Total | $3,160,078,691 | 100.0% |