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).
Total Assets Under Management658MILLION
Total Number of Accounts49ACCOUNTS
Average Account Value$13,418,367
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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.