Members Wealth LLC
Members Wealth LLC is an SEC-registered wealth manager in Media, PA with $279.6M assets under management (AUM, regulatory AUM), +29% over one year. See who owns Members Wealth LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323778, SEC 801-128482, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $279.6M (2026-03-12)
- Firm type
- Wealth Manager
- Location
- Media, PA
- Employees
- 9
- Clients
- 166
- CRD
- 323778
- Ownership
- THOMAS, TIMOTHY, YEATS; CZAPLICKI, DANE, FRANCIS; MACARAK, TIMOTHY, MICHAEL
How much AUM does Members Wealth LLC have?
Members Wealth LLC reported $279.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Members Wealth LLC?
Disclosed owners and executives of Members Wealth LLC include THOMAS, TIMOTHY, YEATS, CZAPLICKI, DANE, FRANCIS, MACARAK, TIMOTHY, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.