MA PRIVATE WEALTH, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Delaware, United States

Employees

Total Number of Employees	8
Investment Advisory/Research	5
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	5
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	345	$513.2M
Non-Discretionary	0	$0
Total	345	$513.2M

Clients

Type	Number	RAUM
Individuals	197	$126.8M
HNW Individuals	148	$386.4M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	51-100

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)
Compensation	% of AUMFixed fees

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	0
Both for Same	513.2M

Portfolio Manager to Program	Sponsor
MA PRIVATE WEALTH WRAP PROGRAM	MA PRIVATE WEALTH, LLC

Identifiers

SEC RIA File Number	801-112344
SEC ERA File Number	801-112344
SEC CIK Numbers	1767474
SEC CRD Numbers	291366
Legal Entity Identifier	None

Principal Office

1355 A SAN CARLOS AVENUE
SAN CARLOS
CA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic