Justin J. Ellsesser

MATTHIAS PRIVATE WEALTH

Winter Park, FL 32789

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CRD#: 5977801

Professional summary

Justin James Ellsesser is a registered financial advisor currently at MATTHIAS PRIVATE WEALTH, LLC located in Winter Park, Florida.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Justin has worked at 3 firms and has passed the Series 65, Series 63, Series 3, Series 55, Series 7, Series 24 and Series 4 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin James Ellsesser's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 18, 2025 - Present

MATTHIAS PRIVATE WEALTH, LLC

Office #1: 700 West Morse Boulevard Suite 201, Winter Park, FL 32789

RIA

CRD#: 289761

Winter Park, FL

Past

February 18, 2015 - February 28, 2017

LYNX INVESTMENT ADVISORY, LLC

RIA

CRD#: 111814

WASHINGTON, DC

Past

October 28, 2011 - April 15, 2014

SILVER LEAF PARTNERS, LLC

CRD#: 126694

ELDERSBURG, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MATTHIAS PRIVATE WEALTH, LLC

CRD#: 289761 / SEC#: 801-111904

RIA

Registered Investment Advisory firm - (10/25/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(9/18/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/22/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/2/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 1/9/2012

National Commodity Futures Examination

General Industry/Product Exam

Series 55

Date: 11/22/2011

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 10/27/2011

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/8/2012

General Securities Principal Examination

Principal/Supervisory Exam

Series 4

Date: 2/21/2012

Registered Options Principal Examination

Current Firm

MATTHIAS PRIVATE WEALTH, LLC

CRD#: 289761 / SEC#: 801-111904

RIA

Registered Investment Advisory firm - (10/25/2017 Approved)

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Contact information

Main Address

700 West Morse Boulevard Suite 201, Winter Park, FL 32789

Mailing Address

Phone number

(407) 691-3300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MATTHIAS PRIVATE WEALTH, LLC BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	487
AUM (Assets Under Management)	$ 247,560,609

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/25/2024	Cover Page	Report
08/25/2023	Cover Page	Report
11/23/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Justin J. Ellsesser

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin James Ellsesser's CRS (Customer Relationship Summary).

Certified licenses

Experience

LYNX INVESTMENT ADVISORY, LLC

SILVER LEAF PARTNERS, LLC

Primary Firm SEC Registration

MATTHIAS PRIVATE WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/22/2014

Series 63

Date: 3/2/2012

Series 3

Date: 1/9/2012

Series 55

Date: 11/22/2011

Series 7

Date: 10/27/2011

Series 24

Date: 5/8/2012

Series 4

Date: 2/21/2012

Current Firm

MATTHIAS PRIVATE WEALTH, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MATTHIAS PRIVATE WEALTH, LLC

TRUST BUT VERIFY

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