Master's Wealth Management Inc.
Master's Wealth Management Inc. is an SEC-registered wealth manager in Lancaster, PA with $589.5M assets under management (AUM, regulatory AUM), +42% over one year. See who owns Master's Wealth Management Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328693, SEC 801-129711, data through 2026-04-30.
- AUM (assets under management / regulatory AUM)
- $589.5M (2026-04-30)
- Firm type
- Wealth Manager
- Location
- Lancaster, PA
- Employees
- 12
- Clients
- 434
- CRD
- 328693
- Ownership
- NORTH, GARRISON, REXON; HERSHEY, LYLE, E; KELLER, CHARLES, DAVID
How much AUM does Master's Wealth Management Inc. have?
Master's Wealth Management Inc. reported $589.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-30).
Who owns Master's Wealth Management Inc.?
Disclosed owners and executives of Master's Wealth Management Inc. include NORTH, GARRISON, REXON, HERSHEY, LYLE, E, KELLER, CHARLES, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.