Matthias Private Wealth, LLC
SEC RegisteredWhat's keeping you from calling a new country, "home"?
About the firm
Matthias helps with the bigger questions in life, working with clients on major life and financial decisions including living abroad, inheritance, nonprofit operations, and life transitions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial guidance and planning for major life and financial decisions, including navigating international holdings, legal and tax implications of global arrangements, nonprofit restructuring, and ongoing financial advisory support through life transitions.
Who they serve
Individuals and families navigating complex life situations including expatriates living abroad, physicians, retirees, families dealing with inheritance, divorced individuals, and those managing international holdings.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 10 | $7.3M |
| High Net Worth Individuals | 33 | $232M |
| State/Municipal Entities | 1 | — |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Matthias Private Wealth, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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