MEMBERS WEALTH LLC

RIASEC RegisteredEst. 2023
Total AUM
$280M
Discretionary
$273M
98% of AUM
Avg account
$447K
Accounts
625
Employees
9
Advisory reps
5

Firm details

Headquarters
MEDIA, Pennsylvania
CRD number
323778
Registered since
November 6, 2023
Website
www.memberswealthllc.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI88.39%
  • Individuals10.25%
  • Charitable Organizations1.02%
  • Corporations / Businesses0.34%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Members Wealth LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. The firm serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements combine a percentage-of-AUM model with fixed fees. The firm is owned by an individual and is not structured as a capital allocator or related adviser. It does not identify as an active ESG investor and is not designated as a multi-state adviser. An industry affiliation with a law firm is listed on the firm’s disclosures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 75%, Exchange Traded Equities 13%, State & Local Bonds 3%, US Government Bonds 2%, Cash & Cash Equivalents 2%, Non-Exchange Traded Equities 1%, Sovereign Bonds 1%, Investment Grade Corp Bonds 1%, Private Funds 1%, Other 1%75%
  • Public Funds/Mutual Funds75%
  • Exchange Traded Equities13%
  • State & Local Bonds3%
  • US Government Bonds2%
  • Cash & Cash Equivalents2%

Owners & executives

2 of 2

  • TIMOTHY THOMAS

    COOCRD 2870674

  • DANE CZAPLICKI

    Founder, CEO & CIOCRD 4372354

Contacts

3 of 3

  • Stuart Caplan

    Senior Wealth StrategistCRD 6619359

  • ISAAC MARTIN

    Wealth AdvisorCRD 7538860

  • TIMOTHY MACARAK

    OwnerCRD 4890673

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MEDIA, PA

DELAWARE

Location

MEDIA, PA

Headquartered in MEDIA, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
DELAWARE
Address
1 S Olive Steet
Time zone
ET (UTC-5)
Office locations

Similar firms

STONE PINE FINANCIAL PARTNERS

RIA

MEDIA, PA

AUM $257MTEAM 5REPS 4

FLAGSHIP CAPITAL MANAGEMENT INC

RIA

MEDIA, PA

AUM $200MTEAM 4REPS 3

FOUNDATION WEALTH MANAGEMENT, LLC

RIA

MEDIA, PA

AUM $412MTEAM 5REPS 4

OBRIEN GREENE & CO INC

RIA

MEDIA, PA

AUM $464MTEAM 7REPS 5

ROSE VALLEY ASSET MANAGEMENT LLC

RIA

MEDIA, PA

AUM $99.8MTEAM 2REPS 1

JOURNEY 1 ADVISORS, LLC

RIA

MEDIA, PA

AUM $50.9MTEAM 1REPS 1
More RIAs in MEDIA →All Pennsylvania RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth