Ma Private Wealth, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 291366
- SEC number
- 801-112344
- Firm type
- RIA
- Assets under management
- $686.0M as of Apr 15, 2026
- Website
- www.facebook.com/MAprivatewealth ↗
- Phone
- (650) 232-2021
- Address
- 1355 A San Carlos Avenue, San Carlos, CA, 94070
Advisors at this firm
5 in our index · page 1 of 1
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Erica Lynn ArroyoCRD 4873607 · San Carlos, CAIA RegisteredRegistration inactive
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Mallory Nichole DavisCRD 7738339 · San Carlos, CAIA Registered
-
Brian Curtis FerrinCRD 2202649 · San Carlos, CAIA Registered
-
Martin Scott MillerCRD 2194277 · San Carlos, CAIA RegisteredRegistration inactiveDisclosure event(s) on record
-
Vijay C PatelCRD 4595598 · San Carlos, CAIA Registered
1–5 of 5
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 291366 ↗
FINRA BrokerCheck record for firm CRD 291366 ↗
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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.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.