Matthias Private Wealth, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 289761
- SEC number
- 801-111904
- Firm type
- RIA
- Assets under management
- $242.8M as of Mar 27, 2026
- Website
- www.matthiaspw.com ↗
- Phone
- 407-691-3300
- Address
- 700 West Morse Boulevard, Winter Park, FL, 32789
Advisors at this firm
2 in our index · page 1 of 1
-
Justin James EllsesserCRD 5977801 · Winter Park, FLIA Registered
-
Richard Russell MatthiasCRD 6852492 · Winter Park, FLIA Registered
1–2 of 2
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 289761 ↗
FINRA BrokerCheck record for firm CRD 289761 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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