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Managing Member · MA Private Wealth, LLC

Martin S. Miller

CRD 2194277 · Named on Form ADV at one SEC-registered adviser

At a glance

MA Private Wealth, LLC, an SEC-registered wealth manager based in SAN Carlos, CA with $686 million in regulatory assets, lists Martin S. Miller on its Form ADV as Managing Member, a control person.

Firms and roles

AtlasMembers

Martin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Erica L. ArroyoChief Operating Officer & Chief Compliance Officer, MA Private Wealth, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Martin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.