{
  "crd_number": 291366,
  "slug": "ma-private-wealth-llc-san-carlos-ca-291366",
  "primary_business_name": "MA PRIVATE WEALTH, LLC",
  "legal_name": "MA PRIVATE WEALTH, LLC",
  "dbas": [],
  "city": "San Carlos",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-01-19",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-04-15",
  "carried_forward": false,
  "raum_total": 686012252.0,
  "raum_discretionary": 681335853.0,
  "raum_non_discretionary": 4676399.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 7,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 178683425.0,
      "count": 218
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 507328827.0,
      "count": 148
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "FL",
    "IL",
    "LA",
    "NV",
    "OR",
    "TX",
    "WA"
  ],
  "websites": [
    "https://facebook.com/MAprivatewealth",
    "https://linkedin.com/company/ma-private-wealth",
    "https://maprivatewealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/291366",
  "city_as_filed": "SAN CARLOS",
  "url": "https://advisorcensus.com/firm/ma-private-wealth-llc-san-carlos-ca-291366",
  "display_name": "MA Private Wealth, LLC",
  "summary": "MA Private Wealth, LLC is an SEC-registered investment advisory firm in San Carlos, CA, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 15, 2026.",
  "citation": "AdvisorCensus. MA Private Wealth, LLC (CRD 291366): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is MA Private Wealth, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), MA Private Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is MA Private Wealth, LLC located?",
      "a": "MA Private Wealth, LLC's principal office is in San Carlos, CA, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is MA Private Wealth, LLC registered with the SEC or a state?",
      "a": "MA Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 291366."
    },
    {
      "q": "How much does MA Private Wealth, LLC manage?",
      "a": "MA Private Wealth, LLC reports $686,012,252 in regulatory assets under management in its Form ADV filing dated April 15, 2026 (99% discretionary)."
    },
    {
      "q": "How have MA Private Wealth, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for MA Private Wealth, LLC: Regulatory assets under management: $543,546,737 in the October 2021 data and $686,012,252 in the October 2026 data, up 26%. Total employees: 6 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does MA Private Wealth, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (218); high net worth individuals (148)."
    },
    {
      "q": "Which custodians does MA Private Wealth, LLC use?",
      "a": "MA Private Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does MA Private Wealth, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/291366"
    },
    {
      "q": "Does MA Private Wealth, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 9, 2026 says: \"MAPW does not impose a minimum portfolio size or a minimum initial investment to open an account. However, MAPW does reserve the right to accept or decline a potential client for any reason in its discretion.\""
    },
    {
      "q": "What changed in MA Private Wealth, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $584,116,263 to $686,012,252 (+17%). Registered or notice-filed in OR."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 543546737.0,
      "total_employees": 6,
      "filing_date": "2021-03-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 639663008.0,
      "total_employees": 7,
      "filing_date": "2022-04-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 445024715.0,
      "total_employees": 8,
      "filing_date": "2023-03-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 513160200.0,
      "total_employees": 8,
      "filing_date": "2024-04-11"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 584116263.0,
      "total_employees": 7,
      "filing_date": "2025-06-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 686012252.0,
      "total_employees": 7,
      "filing_date": "2026-04-15"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $584,116,263 to $686,012,252 (+17%).",
        "Registered or notice-filed in OR."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in LA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 9, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "MAPW does not impose a minimum portfolio size or a minimum initial investment to open an account. However, MAPW does reserve the right to accept or decline a potential client for any reason in its discretion."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "MAPW does not impose a minimum portfolio size or a minimum initial investment to open an account. However, MAPW does reserve the right to accept or decline a potential client for any reason in its discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/ma-private-wealth-llc-san-carlos-ca-291366.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 218,
      "fewer_than_5": false,
      "raum": 178683425.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 148,
      "fewer_than_5": false,
      "raum": 507328827.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/291366",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}