Richard
Matthias
Matthias Private Wealth, LLC
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About this Advisor
Richard Matthias is a financial advisor based in Winter Park, Florida, working with Matthias Private Wealth, LLC. Richard has previously held positions at Matthias & Matthias, Pl and Matthias Private Wealth, LLC. Richard has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Richard is part of Matthias Private Wealth, LLC, which operates out of Winter Park, Florida. The firm has 10 employees and manages assets totaling $196.3 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Matthias Private Wealth, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
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Matthias Private Wealth, LLC Brokerage Details
$196,321,547
10
467
$420,389
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Richard Matthias Work History
Matthias Private Wealth, LLC
Matthias & Matthias, Pl
Disclosures
Please visit the SEC profile of Richard Matthias to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Matthias Private Wealth, LLC
Winter Park, FL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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