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MEMBERS WEALTH LLC
211 N. Olive Street
Media, Pennsylvania 19063
Tel: 267-367-5453
About MEMBERS WEALTH LLC
MEMBERS WEALTH LLC, formally registered with the SEC as MEMBERS WEALTH LLC. The firm was established in 11/06/2023. They have over 2 offices throughout the country.
MEMBERS WEALTH LLC is a Media, Pennsylvania based Financial Planning firm with nearly $119,310,622 assets under management, offering retirement planning & investment advisory services to 304 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 323778 |
| SEC# | 801-128482 |
| Assets Managed by Firm | $119,310,622 |
| No. of Clients | 304 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 304 | $119,310,622 |
| Individuals (other than high net worth individuals) | 26 | $8,666,432 |
| High net worth individuals | 44 | $110,644,190 |
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|---|---|---|---|
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