Catherine Matthias is a control person of Matthias Private Wealth and directly owns between 50% and 75% of it. Catherine Matthias holds a Bachelor of Arts from Duke University and a Master of Health Administration from the University of North Carolina at Chapel Hill.
Matthias Private Wealth is an investment adviser based in Winter Park, FL, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $243 million, as filed on 27 March 2026. Its fees, ownership and offices are on the firm’s profile.
Catherine Matthias is Chief Operating Officer of Matthias Private Wealth, LLC, based in Winter Park, Florida. She leads the firm's Business Consulting Team and serves as Director of Strategy and Operations for the team and clients. Earlier, she was a healthcare strategist at the Advisory Board in Washington D.C., then worked in strategy and operations for Duke Health and other health systems.
- CRD
- 7185120
- Firm
- Matthias Private Wealth · CRD 289761
- Role
- Chief Operating Officer
- In role since
- August 2017 · 9 years
- Control person
- Yes
- Direct ownership
- 50% to 75%
- Firm headquarters
- Winter Park, FL
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- matthiaspw.com
Where does Catherine Matthias work?
Catherine Matthias has been Chief Operating Officer of Matthias Private Wealth, LLC since August 2017, and is a control person of the firm.
How can I verify Catherine Matthias’ record?
Catherine Matthias’ role is listed on Matthias Private Wealth, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 289761.
