Matthias Private Wealth Employee Directory

Q: What is Matthias Private Wealth known for?

Matthias Private Wealth was founded in 2017. Matthias Private Wealth operates in the Investment Management industry.

Q: How many employees does Matthias Private Wealth have currently?

Matthias Private Wealth has approximately 11 employees.

Investment ManagementFlorida, United States11-50 Employees

Matthias Private Wealth, LLC is a multi-family office providing investment advisory and comprehensive family office services in tax, financial planning, personal accounting/billpay, and business consulting. We are solutions-oriented professionals who understand the fundamental difference in-house expertise brings to high net worth families. Our unique model simplifies the complexity of wealth and clears the path for families to pursue life’s experiences and legacy.

Find Matthias Private Wealth employees' phone numbers or email addresses

Matthias Private Wealth Global Highlights

North America
13

United States Of America
13

Europe
1

Germany
1

Matthias Private Wealth's Leadership

C. M.
Coo - Strategy And Operations
Mobile Phone
Email
J. E.
Director Of Investments
Mobile Phone
Email
T. N.
Accounting Director
Mobile Phone
Email
W. F.
Accounting Manager
Mobile Phone
Email
R. M.
Principal
Mobile Phone
Email
W. P.
Client Service Associate
Mobile Phone
Email
D. L.
Regulatory Compliance Specialist
Mobile Phone
Email
B. S.
Client Associate Advisor
Mobile Phone
Email

Contact profiles from Matthias Private Wealth

Name

Title

Contact Info

Location

Last Update

C. M.
Coo - Strategy And Operations
Mobile Phone
Email
United StatesFlorida
Dec 18, 2025
J. E.
Director Of Investments
Mobile Phone
Email
United StatesFlorida
Sep 11, 2025
T. N.
Accounting Director
Mobile Phone
Email
United StatesFlorida
Aug 07, 2024
W. F.
Accounting Manager
Mobile Phone
Email
United StatesFlorida
Oct 17, 2025
R. M.
Principal
Mobile Phone
Email
United StatesFlorida
Aug 05, 2024
W. P.
Client Service Associate
Mobile Phone
Email
United StatesFlorida
Oct 27, 2025
D. L.
Regulatory Compliance Specialist
Mobile Phone
Email
United StatesFlorida
Nov 20, 2025
B. S.
Client Associate Advisor
Mobile Phone
Email
United StatesFlorida
Sep 16, 2024
S. K.
Administrator
Mobile Phone
Email
United StatesFlorida
Feb 21, 2025

Frequently Asked Questions

What is Matthias Private Wealth known for?

Matthias Private Wealth was founded in 2017 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?

Matthias Private Wealth employees' email format typically follows the pattern of . 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?

Matthias Private Wealth has approximately 11 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

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

As of December 2025, 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: R. M.

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