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MA PRIVATE WEALTH, LLC

SAN CARLOS, CA · CRD 291366 · IAPD ↗ · (650) 232-2021

$686.0MRegulatory AUM
5Advisory reps
7Employees
0Clients
51-100Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — MA PRIVATE WEALTH, LLC notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
December 2025 — MA PRIVATE WEALTH, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2025 — MA PRIVATE WEALTH, LLC notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2025 — MA PRIVATE WEALTH, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — MA PRIVATE WEALTH, LLC crossed $500M in regulatory AUM ($445.0M -> $513.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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