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Master's Wealth Management Inc.

● SEC registered since 2024CRD 328693SEC# 801-129711Lancaster, PA
Export (members)
Reg. AUM
$415.4M
Employees
12
Accounts
1,263
Location
Lancaster, PA

Master's Wealth Management Inc. assets under management

Master's Wealth Management Inc. is an investment advisory firm registered with the SEC based in Lancaster, PA. The firm has been registered since 2024. It reports $415.4 million in regulatory assets under management and employs 12 people.
www.youtube.com/@masterswealthmanagementView on SEC.gov ↗

Master's Wealth Management Inc. owners & executives

3 reported
NameTitleOwnershipSince
Charles David Keller ControlFounding Partner / Advisor10-25%2024
Garrison Rexon North ControlManaging Partner25-50%2024
Lyle E Hershey ControlChief Executive Officer / Founding Partner And Chief Compliance Officer25-50%2024

Frequently asked questions

How much does Master's Wealth Management Inc. manage?

Master's Wealth Management Inc. reports $415.4 million in regulatory assets under management on its Form ADV.

How many employees does Master's Wealth Management Inc. have?

Master's Wealth Management Inc. reports 12 employees.

Where is Master's Wealth Management Inc. located?

Master's Wealth Management Inc. is based in Lancaster, PA and has been SEC-registered since 2024.

Does Master's Wealth Management Inc. disclose fund performance?

Master's Wealth Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address480 New Holland Avenue, Suite 7201, Lancaster, PA 17602
Phone(717) 581-1323
Office hours8:30a.m. To 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$359.6M
Non-discretionary$55.8M
Total (RAUM)$415.4M