Investment adviser · CRD 291366
MA PRIVATE WEALTH, LLC
Investment adviser filing (IA)
SAN CARLOS, CA, United States · Form ADV filed Apr 15, 2026
- Regulatory AUM
- $686M Form ADV · Item 5.F
- Client accounts
- 1,019 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 148 | $507,328,827 | 74.0% |
| Individuals | 218 | $178,683,425 | 26.0% |
Filing source
Form ADV 2094558 · Apr 15, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 15, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
1355 A SAN CARLOS AVENUESAN CARLOS, CA, 94070, United States
CRD 291366
Filing source
Form ADV 2094558 · Apr 15, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.