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Members Wealth LLC

● SEC registered since 2023CRD 323778SEC# 801-128482Media, PA
Export (members)
Reg. AUM
$217.3M
Employees
7
Accounts
512
Location
Media, PA

Members Wealth LLC assets under management

Members Wealth LLC operates as an SEC-registered investment adviser based in Media, PA. The firm has been registered since 2023. It reports $217.3 million in regulatory assets under management and employs 7 people.
www.memberswealthllc.comView on SEC.gov ↗

Members Wealth LLC owners & executives

3 reported
NameTitleOwnershipSince
Dane Francis Czaplicki ControlCeo50-75%2022
Timothy Michael MacArak ControlManaging Member50-75%2024
Timothy Yeats Thomas ControlCcoUnder 5%2022

Frequently asked questions

How much does Members Wealth LLC manage?

Members Wealth LLC reports $217.3 million in regulatory assets under management on its Form ADV.

How many employees does Members Wealth LLC have?

Members Wealth LLC reports 7 employees.

Where is Members Wealth LLC located?

Members Wealth LLC is based in Media, PA and has been SEC-registered since 2023.

Does Members Wealth LLC disclose fund performance?

Members Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1 South Olive Steet, Suite 1c, Media, PA 19063
Phone267-367-5453
Office hours8a.m.-5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$211.8M
Non-discretionary$5.5M
Total (RAUM)$217.3M