Fee-only adviser · Winter Park, FL
Matthias Private Wealth, LLC
Matthias Private Wealth, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Winter Park, Florida. On its latest Form ADV, filed March 27, 2026, it reports $243M in regulatory assets under management, 43 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 289761 · SEC file 801-111904 |
| Office | 700 West Morse Boulevard Suite 201 Winter Park, FL 32789 |
| Phone | (407) 691-3300 |
| Website | www.matthiaspw.com |
| Regulatory assets under management | $243M ($198M discretionary) |
| Individual clients | 10 non-high-net-worth, 33 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets, Hourly, Fixed fee, Other |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 12 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 27, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Winter Park
- American Financial Advisors Inc $1.3B
- 55 North Private Wealth $581M
- Spraker West Wealth Management, Inc $265M
- Rivertree Advisors, LLC $184M
- Lakeshore Advisors $81M
- Alphaq Advisors $91M
See all 18 fee-only advisers in Winter Park →
Nearby
- Maitland 5 firms
- Orlando 21 firms
- Casselberry 1 firm
- Altamonte Springs, 1 firm
- Longwood 4 firms
- Oviedo 1 firm
- Lake Mary 8 firms
- Windermere 2 firms
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