MA Private Wealth LLC
Legal Name: MA PRIVATE WEALTH, LLC
1355 A SAN CARLOS AVENUE, SAN CARLOS, CA
(650) 232-2021
https://www.maprivatewealth.com
Frequently Asked Questions (FAQ)
Other Info
MA Private Wealth LLC, a Delaware Limited Liability Company, boasts a team of 7 employees, 4 in advisory roles. Although the number of clients served is unknown, the firm's SEC status is listed as Approved, with registration dating back to January 2018.
Website
Website
White-Glove Wealth Management for Your Peace of Mind | MA Private Wealth
Our customized, personal, white-glove wealth management is unparalleled. Learn why our unique philosophy has earned us a 99% retention rate.
Certus Wealth Management | Financial Planning and Investment Strategy
Partner with a fiduciary advisor at Certus Wealth Management for a full range of customized financial planning and investment management services.
Direct Owners
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MARTIN SCOTT MILLER
CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER owns 75% or more