Ethos Private Wealth

Ethos Private Wealth (CRD# 166465) is a financial advisory firm headquartered in Coconut Grove, FL. They manage $657,500,000 in 49 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    658
    MILLION
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $13,418,367
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, PA

Financial Advisors at Ethos Private Wealth
Showing 1 - 1 of 1 top financial advisors.
1
Matthew A. Lapides
CRD#: 3137390
Coconut Grove, FL
61
Wealthminder
score

Matthew Lapides (CRD# 3137390) is an Investment Advisor Representative working at Ethos Private Wealth in Coconut Grove, FL and has over 4 years of experience in the finance industry. Matthew Lapides has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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