MEMBERS WEALTH LLC

MEDIA, Pennsylvania·3 registered advisors·CRD# 323778
SEC# 801-1284821267-367-5453
01

Firm Overview

AUM
$119M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MEMBERS WEALTH LLC

3 registered advisors
Dane Francis Czaplicki
MEDIA, Pennsylvania
Timothy Michael Macarak
MEDIA, Pennsylvania
Timothy Yeats Thomas
MEDIA, Pennsylvania
05

Office Locations

MEDIA, Pennsylvania
3 advisors

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Data sourced from SEC Form ADV filings. MEMBERS WEALTH LLC (CRD# 323778) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.