Justin James Ellsesser
Investment adviser representative at Matthias Private Wealth, LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$242.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
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.
- Matthias Private Wealth, LLCJul 2025 to now
- MarinerJun 2019 to Jun 2025
- Missouri Local Government Employees Retirement SystemApr 2017 to Jun 2019
- Lepercq Lynx Investment Advisory LLCMar 2014 to Feb 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (FL).
Matthias Private Wealth, LLC
$242.8MAssets managed
46Clients
2Advisers
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
- 5977801
- Firm CRD
- 289761