MA PRIVATE WEALTH, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $686.0M |
| Discretionary | $681.3M99% of AUM |
| Non-Discretionary | $4.7M |
| Client Accounts | 1,019 |
| Avg Account Size | $673K |
| Employees | 7 |
| Peak AUM | $686.0MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $686M | +17.4% | +15.1% | +4.7% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $686.0M |
| Discretionary | $681.3M |
| Employees | 7 |
| Client Accounts | 1019 |
| Client Range | 51-100 |
Contact & Location
Address
1355 A SAN CARLOS AVENUE
SAN CARLOS CA 94070
Phone
(650) 232-2021
Filing History
24 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$681M
99.3% of AUM
Non-Discretionary
$5M
0.7% of AUM
Disc. mix ▼ 0.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported