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MEMBERS WEALTH LLC
MEMBERS WEALTH LLC
MEDIA, Pennsylvania
·
3 registered advisors
·
CRD# 323778
SEC# 801-128482
1
267-367-5453
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 Planning
Investment Management
04
Advisors at MEMBERS WEALTH LLC
3 registered advisors
Dane Francis Czaplicki
MEDIA, Pennsylvania
CRD# 4372354
Timothy Michael Macarak
MEDIA, Pennsylvania
CRD# 4890673
Timothy Yeats Thomas
MEDIA, Pennsylvania
CRD# 2870674
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
.