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MATTHIAS PRIVATE WEALTH, LLC

WINTER PARK, FL · CRD 289761 · IAPD ↗ · matthiaspw.com · 407-691-3300

$242.8MRegulatory AUM
2Advisory reps
12Employees
0Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2025 — MATTHIAS PRIVATE WEALTH, LLC reported RAUM up 26% ($196.3M -> $247.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.