Matthias Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$238,988,446
Clients
43
Advisors
2
of 12 employees
About
Matthias Private Wealth serves high‑net‑worth and individual clients, as well as trusts, estates, charitable organizations, corporations, limited liability companies and retirement plans, providing discretionary and non‑discretionary portfolio management together with financial, estate and charitable planning. The firm also offers tax planning and preparation, tax coordination, consulting, bookkeeping, bill‑pay and special‑asset transaction services in conjunction with its investment advisory work and typically charges percentage‑of‑AUM fees for portfolio management.
The firm develops customized Investment Plans for each client, applying fundamental analysis (and occasional technical analysis), allocating across public equities, fixed income, private placements and alternative vehicles, and engaging Sub‑Advisers when appropriate while considering tax implications in rebalancing. Matthias manages accounts on both a discretionary and non‑discretionary basis, has recently implemented in‑house trading capabilities, and coordinates services with outside professionals and affiliated service providers when clients request integrated advice.
Notable differences from many peers include a relatively large asset base per advisor—over $240 million in total AUM across a small advisory team—and formal affiliations with a law practice and a business consulting entity that can provide or coordinate legal, tax and consulting work alongside investment management. The firm also discloses board and advisory relationships with outside financial institutions and privately offered funds, and maintains operational controls (including retaining an independent accounting firm for surprise audits) to address custody, in‑house trading and related conflicts of interest.
Client services
Expertise
Fee options
Flat fees may be charged for bookkeeping and bill pay services, often payable quarterly in advance as either a flat fee or percentage of assets under management; flat fees may also be negotiated for special asset transactions and ancillary services
Hourly fees charged for financial planning services exceeding three hours annually and for certain consulting services; specific hourly rates are negotiated with clients
Account minimum: $5 million Minimum fee: Minimum annual fee of $50,000 ($12,500 per quarter) applies to accounts below $5 million Fee-only: Fees are generally a percentage of assets under management, but flat fees may be negotiated on a case-by-case basis
Main office
700 West Morse Boulevard, Suite 201
Winter Park FL 32789
Advisors at this office
2
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Justin E
CFA®, Series 63, Series 65
Winter Park, FL
Matthias Private Wealth, LLC
Justin Ellsesser is a CFA® charterholder and financial advisor with three years of industry experience, currently with Matthias Private Wealth, LLC. His prior roles include six years at Mariner and earlier positions at Missouri Local Government Employees Retirement System and Lepercq Lynx Investment Advisory LLC. Matthias Private Wealth serves high-net-worth individuals, trusts, estates, and various organizational clients with discretionary and non-discretionary portfolio management, along with financial, estate, and charitable planning. The firm employs a customized investment approach that includes fundamental analysis and diversified allocations, managing over $240 million in assets with a small advisory team and offering integrated legal and consulting services through formal affiliations.
Richard M
Series 65
Winter Park, FL
Matthias Private Wealth, LLC
Richard Matthias is the principal of Matthias Private Wealth, LLC in Winter Park, FL, with eight years of experience in financial advising. He holds a Series 65 designation and has operated his wealth management firm since 2017. In addition to his advisory role, Matthias is managing partner of Matthias & Matthias, PLLC, a law firm specializing in estate planning, asset protection, tax issues, trust administration, and business consulting. He also serves on the board of directors and several committees at First American Bank of Chicago. Matthias Private Wealth serves individuals, trusts, estates, charitable organizations, corporations, and pension plans, providing discretionary and non-discretionary portfolio management alongside financial, estate, and charitable planning. The firm creates customized investment plans based on clients’ financial circumstances and risk tolerance, using a mix of public and private securities, fixed income, mutual funds, ETFs, and alternative investments, with coordinated legal and tax support from affiliated professional entities.
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