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Matthias Private Wealth Employee Directory

Investment ManagementFlorida, United States11-50 Employees

Matthias Private Wealth, LLC operates as a multi-family office in the investment management space, offering investment advisory services alongside comprehensive family office functions. Its scope includes tax planning, financial planning, personal accounting and bill payment, and business consulting, aimed at simplifying wealth management for high net worth families and enabling them to focus on life experiences and legacy. Based in Winter Park, Florida, the firm emphasizes in-house expertise to address complex needs for affluent clients seeking coordinated, solutions-oriented financial oversight. The business serves a niche market that requires integrated advisory and family office support, positioning itself within a professional services niche that blends investment guidance with broader wealth-management services. Founded as a private wealth management practice, Matthias Private Wealth concentrates on delivering tailored, holistic support to families managing substantial assets and enduring financial planning considerations.

Find Matthias Private Wealth employees' phone numbers or email addresses

Matthias Private Wealth Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

Matthias Private Wealth's Leadership

  • Coo - Strategy And Operations at Matthias Private Wealth
    C. M.
    Coo - Strategy And Operations
    Mobile Phone
  • Director Of Investments at Matthias Private Wealth
    J. E.
    Director Of Investments
    Mobile Phone
  • Accounting Director at Matthias Private Wealth
    T. N.
    Accounting Director
    Mobile Phone
  • Accounting Manager at Matthias Private Wealth
    W. F.
    Accounting Manager
    Mobile Phone
  • Principal at Matthias Private Wealth
    S. R. M.
    Principal
    Mobile Phone
  • Client Service Associate at Matthias Private Wealth
    W. P.
    Client Service Associate
    Mobile Phone
  • Staff Accountant at Matthias Private Wealth
    A. K.
    Staff Accountant
    Mobile Phone
  • Regulatory Compliance Specialist at Matthias Private Wealth
    D. L.
    Regulatory Compliance Specialist
    Mobile Phone

Matthias Private Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Arts & Design
  • Business
  • Legal
  • Other

Contact profiles from Matthias Private Wealth

Name
Title
Contact
Location
Last Update
  • Coo - Strategy And Operations at Matthias Private Wealth
    C. M.
    Coo - Strategy And Operations
    Mobile Phone
    United States, Florida
    Sep 12, 2025
  • Director Of Investments at Matthias Private Wealth
    J. E.
    Director Of Investments
    Mobile Phone
    United States, Florida
    Sep 11, 2025
  • Accounting Director at Matthias Private Wealth
    T. N.
    Accounting Director
    Mobile Phone
    United States, Florida
    Aug 07, 2024
  • Accounting Manager at Matthias Private Wealth
    W. F.
    Accounting Manager
    Mobile Phone
    United States, Florida
    Apr 17, 2026
  • Principal at Matthias Private Wealth
    S. R. M.
    Principal
    Mobile Phone
    United States, Florida
    Jun 25, 2026
  • Client Service Associate at Matthias Private Wealth
    W. P.
    Client Service Associate
    Mobile Phone
    United States, Florida
    Apr 16, 2026
  • Staff Accountant at Matthias Private Wealth
    A. K.
    Staff Accountant
    Mobile Phone
    United States, Florida
    Mar 25, 2026
  • Regulatory Compliance Specialist at Matthias Private Wealth
    D. L.
    Regulatory Compliance Specialist
    Mobile Phone
    United States, Florida
    Jun 25, 2026
  • Client Associate Advisor at Matthias Private Wealth
    B. S.
    Client Associate Advisor
    Mobile Phone
    United States, Florida
    Sep 16, 2024
  • Administrator at Matthias Private Wealth
    S. K.
    Administrator
    Mobile Phone
    United States, Florida
    Feb 21, 2025

Frequently Asked Questions

What is Matthias Private Wealth known for?

Minus sign iconPlus sign iconMatthias Private Wealth was founded in 2017 and operates in the Investment Management industry. Explore Matthias Private Wealth's company overview page for more information.

What is Matthias Private Wealth's most common email format?

Minus sign iconPlus sign iconMatthias Private Wealth employees' email format typically follows the pattern of First.Last@matthiaspw.com. Trying to find reliable and up-to-date employee contact data? Find more Matthias Private Wealth email formats with LeadIQ.

How many employees does Matthias Private Wealth have currently?

Minus sign iconPlus sign iconMatthias Private Wealth has approximately 12 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Matthias Private Wealth's key employees and leadership?

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As of September 2026, Matthias Private Wealth's key employees include:

  • Coo - Strategy And Operations: C. M.
  • Director Of Investments: J. E.
  • Accounting Director: T. N.
  • Accounting Manager: W. F.
  • Principal: S. R. M.

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