Erica Lynn Arroyo
Investment adviser representative at Ma Private Wealth, LLC
12 yearsExperience
2 statesRegistered in
$686MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Ma Private Wealth, LLCJan 2018 to now
- Ameriprise Financial Services, Inc.Jul 2014 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Ma Private Wealth, LLC
$686MAssets managed
366Clients
5Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4873607
- Firm CRD
- 291366