Matthias Private Wealth
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.
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Verified contacts
13
available on Kipplo
LinkedIn employees
11
1 to 10 range
Open roles
—
no listings
Distinct roles
10
indexed titles
Tech stack
0
tools in use
Monthly traffic
4
organic / mo
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Decision-makers and verified team members
13 contacts with verified email or phone · masked until revealed.
- CM
Catherine Matthias
&, · Other
EmailPhone - RM
Richard Matthias
Principal · General Business & Management
EmailPhone - SM
Skip Matthias
Principal · General Business & Management
EmailPhone - WF
Whitney Ferrera
Accounting Manager · Finance & Accounting
EmailPhone - MM
Matthew McCain
Customer Service Specialist · Customer/Client Service
EmailPhone - WP
Wyatt Platts
Client Service Associate · Customer/Client Service
EmailPhone - AK
Angelina Kucani
' É · Other
EmailPhone
Showing 7 of 13 verified contacts
Top roles at Matthias Private Wealth
10 distinct titles indexed · top 10 shown.
- 2client service specialist
- 2principal
- 1&,
- 1' é
- 1accounting manager
- 1client service associate
- 1customer service specialist
- 1hunter house
- 1regulatory compliance specialist
- 1summer intern
Sign up to unlock all 13 contacts at Matthias Private Wealth
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 13 verified contacts at Matthias Private Wealth
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