Ma Private Wealth, LLC
Ma Private Wealth, LLC (CRD# 291366) is a financial advisory firm headquartered in San Carlos, CA. They manage $513,160,200 in 345 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management513MILLION
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Total Number of Accounts345ACCOUNTS
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Average Account Value$1,487,421
- A percentage of assets under your management
- 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)
CA, CO, FL, NV, TX, WA
Erica Arroyo (CRD# 4873607) is an Investment Advisor Representative working at Ma Private Wealth, LLC in San Carlos, CA and has over 15 years of experience in the finance industry.
Brian Ferrin (CRD# 2202649) is an Investment Advisor Representative working at Ma Private Wealth, LLC in San Carlos, CA and has over 32 years of experience in the finance industry.
Martin Miller (CRD# 2194277) is an Investment Advisor Representative working at Ma Private Wealth, LLC in San Carlos, CA and has over 32 years of experience in the finance industry.
Vijay Patel (CRD# 4595598) is an Investment Advisor Representative working at Ma Private Wealth, LLC in San Carlos, CA and has over 21 years of experience in the finance industry.
Mallory Davis (CRD# 7738339) is an Investment Advisor Representative working at Ma Private Wealth, LLC in San Carlos, CA and has 1 year of experience in the finance industry.