Matthias Private Wealth, LLC

Matthias Private Wealth, LLC, established in July 2017, is an SEC-registered investment adviser offering comprehensive services such as portfolio management, financial planning, estate planning, and tax planning. The firm coordinates services with related entities to provide a range of services under one team. Investment advisory services include discretionary and non-discretionary portfolio management tailored to clients' financial circumstances and goals. The firm may invest in various assets, including publicly traded securities and privately traded investments. Clients' Investment Plans are periodically updated based on changing circumstances. The firm may engage Sub-Advisers to manage client portfolios, offering diverse manager styles for increased portfolio diversity. Fees are generally up to 1.00% annually based on assets under management, with a minimum account size of $5 million. Clients have investment discretion options, with the firm providing both discretionary and non-discretionary services. The Adviser does not vote proxies for client securities. The firm does not have any disciplinary events to report and maintains custody of client assets through qualified custodians. Matthias Private Wealth does not require prepayment exceeding $1,200 per client. For more details, visit www.matthiaspw.com.