LP Profile

Matthias Private Wealth

Also known as Matthias

Multi Family Office (MFO)Winter Park, United StatesFounded 2017
$200M
Assets Under Management
Winter Park
Headquarters
Investment Focus

About Matthias Private Wealth

Matthias Private Wealth is a multi-family office based in Winter Park, Florida. Established in 2017, it delivers comprehensive investment advisory services, including portfolio management, financial planning, estate planning, and charitable planning, as well as tax planning and consulting services, and bookkeeping services to individuals, trusts, estates, charitable organizations, corporations, limited liability companies, other business entities, and pension and profit-sharing plans. The assets of the firm are managed by its executive management team.

Preferred Investment Types

Real Estate - General

Preferred Geographies

AfricaAmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Matthias Private Wealth from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$242.8M
Total Clients
426
Filing Date
March 27, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Matthias Private Wealth across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Matthias Private Wealth?

Matthias Private Wealth is a multi family office (mfo) based in Winter Park, United States, managing approximately $200M in assets.

Where is Matthias Private Wealth headquartered?

Matthias Private Wealth is headquartered in Winter Park, United States.

How much does Matthias Private Wealth manage?

Matthias Private Wealth manages approximately $200M in assets under management.

When was Matthias Private Wealth founded?

Matthias Private Wealth was founded in 2017.

What does Matthias Private Wealth invest in?

Matthias Private Wealth focuses on Real Estate - General.

How can I contact Matthias Private Wealth?

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