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MA PRIVATE WEALTH, LLC
MA PRIVATE WEALTH, LLC
SAN CARLOS, California
·
2 registered advisors
·
CRD# 291366
SEC# 801-112344
1
(650) 232-2021
01
Firm Overview
AUM
$513M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at MA PRIVATE WEALTH, LLC
2 registered advisors
Erica Lynn Arroyo
SAN CARLOS, California
CRD# 4873607
Martin Scott Miller
SAN CARLOS, California
CRD# 2194277
05
Office Locations
SAN CARLOS, California
2 advisors
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Data sourced from SEC Form ADV filings. MA PRIVATE WEALTH, LLC (CRD# 291366) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.