Ethos Private Wealth

Ethos Private Wealth (CRD# 166465) is a financial advisory firm headquartered in , . They manage $41,839,436 in 49 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
http://www.ethosprivatewealth.com
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $853,866
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, FL, GA, PA, TN

Financial Advisors at Ethos Private Wealth
Showing 1 - 1 of 1 top financial advisors.
1
Matthew Lapides, financial advisor Coral Gables FL
Matthew A. Lapides
CRD#: 3137390
Coral Gables, FL

Matthew Lapides (CRD# 3137390) is an Investment Advisor Representative working at Ethos Private Wealth in Coral Gables, FL and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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