# HERBEIN WEALTH MANAGEMENT, L.L.C.

HERBEIN WEALTH MANAGEMENT, L.L.C. of WYOMISSING, PA is an SEC-registered investment adviser.

## Registration

- CRD: 118114
- Type: SEC-registered investment adviser
- SEC file number: 801-63116
- Location: 2763 CENTURY BLVD., WYOMISSING, PA, 19610
- Phone: 610-376-8271
- Latest filing: 2016-03-18
- Regulatory AUM: $284.0M
- Discretionary AUM: $283.1M
- Non-discretionary AUM: $857K
- Clients: 5
- Accounts: 1,109

## Officers, owners & control persons (20)

| Name | Role | Location |
| --- | --- | --- |
| MORGAN WILLIAM ANDREW | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| BARNEY JANICE SEMAN | MEMBER | — |
| HIMEBACK LINDA SUE | MEMBER | — |
| HOWARD KEVIN DALE | MEMBER | — |
| PAGERLY JOHN THOMAS | MEMBER | — |
| PRICE THOMAS JOHN | MEMBER | — |
| RHOADS BRUCE CHARLES | MEMBER | — |
| ROWLEY MICHAEL JOSEPH | MEMBER | — |
| SEIDEL KEN WILLIAM | MEMBER | — |
| FIRELY ROBERT F | MEMBER | — |
| GROEBEL BARRY D | MEMBER | — |
| WITKOWSKI JOSEPH J | MEMBER | — |
| HERBEIN CARL DAVID | MEMBER | — |
| RENNINGER CHIARA ANN | MEMBER; PARTNER | — |
| SCHAEFFER JAYNE ROBIN | MEMBER | — |
| WORLEY SCOTT ALLEN | CHIEF COMPLIANCE OFFICER AND MEMBER | — |
| STONESIFER DAVID WAYNE | MEMBER | — |
| WOLF STEVEN MARK | MEMBER | — |
| WOOD DOUGLAS ERHARDT | MEMBER | — |
| MICHALAK JAMES ANTHONY | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/118114/brochure
- Similar advisers: https://search.stillhousedata.com/firm/118114/similar
- Related entities: https://search.stillhousedata.com/firm/118114/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/118114

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.