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Ethos Private Wealth

EST. AUM
$46,575,472

CONTACTS
2

CLIENT ACCOUNTS
171

Firm Details

Metro area Miami
CRD Number 166465
Website ethosprivatewealth.com
Client types

Overview

Ethos Private Wealth is a wealth management firm based in Coral Gables, Florida. Founded in 2013 by Matthew Lapides, the firm is dedicated to providing personalized financial planning and asset management services. Ethos Private Wealth emphasizes a client-focused approach, offering services such as wealth planning, asset management, risk management, and tax minimization. The firm aims to help clients navigate their financial journeys through strategic planning and the use of advanced investment methods, tailored to the unique needs of each client​​​​. Ethos Private Wealth manages approximately $42 million across 49 accounts, providing financial advisory services across multiple states.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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