Mandate & appetite
- Preferred strategies
- Opportunistic, Value Add
- Target geographies
- Us & Canada
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Matthias Private Wealth, LLC, based in Winter Park, Florida, is an independent multi-family office providing tailored investment advisory and wealth management services focused on actively managing individual publicly traded securities and private placements for high net worth clients. Founded by the Matthias family, it emphasizes legacy and comprehensive financial planning.
Unlock mandates & allocation signals
See Matthias Private Wealth's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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