Richard Matthias is Principal and Chief Compliance Officer of Matthias Private Wealth, and is a control person of the firm. Richard Matthias holds a Bachelor of Science from Duke University, a Doctorate in Veterinary Medicine from North Carolina State University and a Juris Doctor from Florida A&M University.
Matthias Private Wealth, LLC is a Winter Park, FL firm with $243M under management, 46 clients and 2 advisers in one office, as of its March 2026 filing.
Skip Matthias is Principal of Matthias Private Wealth, LLC, based in Winter Park, Florida. He took over his father's law firm and reorganized the Matthias family office, then established Matthias Private Wealth as a multi-family office. He holds a seat on the board of directors of First American Bank of Chicago.
- Matthias Private Wealth, LLCCurrent– present · 8 yearsWinter Park, FL · Adviser representative · Firm CRD 289761
Investment adviser representative registrations
Richard Matthias is registered as an investment adviser representative in Florida, since November 2017.
- FloridaSince 27 November 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 March 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Richard Russell Matthias
- CRD
- 6852492
- Firm
- Matthias Private Wealth · CRD 289761
- Role
- Principal; Chief Compliance Officer
- Office
- 700 WEST MORSE BOULEVARD, SUITE 201, Winter Park, FL 32789
- Registration
- Investment adviser registration
- In the industry since
- November 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- matthiaspw.com
Where does Richard Matthias work?
Richard Matthias is Principal; Chief Compliance Officer of Matthias Private Wealth, LLC, and is a control person of the firm.
Is Richard Matthias a financial advisor?
Yes. Richard Matthias has a current investment-adviser registration in Florida, through Matthias Private Wealth since November 2017.
How many years of experience does Richard Matthias have?
Richard Matthias has 8 years in the financial industry, since November 2017, across 1 adviser firm.
What exams has Richard Matthias passed?
Richard Matthias passed the Series 65 in March 2017.
Where is Richard Matthias based?
Richard Matthias’ registered office is in Winter Park, FL.
Is Richard Matthias registered with FINRA?
No. Richard Matthias has no current broker registration.
How can I verify Richard Matthias’ record?
Search CRD 6852492 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Richard Matthias’ full registration record.
