Ma Private Wealth, LLC

Ma Private Wealth, LLC (CRD# 291366) is a financial advisory firm headquartered in San Carlos, CA. They manage $445,024,715 in 892 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    445
    MILLION
  • Total Number of Accounts
    892
    ACCOUNTS
  • Average Account Value
    $498,907
Compensation Options
  • A percentage of assets under your management
  • 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)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, NV, TX, WA

Financial Advisors at Ma Private Wealth, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Erica L. Arroyo
CRD#: 4873607
1355a San Carlos Avenue, San Carlos, CA 94070

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.

2
Brian C. Ferrin
CRD#: 2202649
1355 A San Carlos Avenue, San Carlos, CA 94070

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.

3
Martin S. Miller
CRD#: 2194277
1355 A San Carlos Avenue, San Carlos, CA 94070

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.

4
Vijay C. Patel
CRD#: 4595598
1355 A San Carlos Avenue, San Carlos, CA 94070

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.

5
Mallory N. Davis
CRD#: 7738339
1355 A San Carlos Avenue, San Carlos, CA 94070

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.

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