MEMBERS WEALTH LLC

MEMBERS WEALTH LLC of MEDIA, PA is an SEC-registered investment adviser (CRD 323778). Regulatory assets under management: $279.6M.

Registration

• CRD: 323778
• SEC file number: 801-128482
• Type: Registered investment adviser
• Location: 1 SOUTH OLIVE STEET, SUITE 1C, MEDIA, PA, 19063
• Phone: 267-367-5453
• Latest filing: 2026-03-12
• Regulatory AUM: $279.6M
• Discretionary AUM: $272.8M
• Non-discretionary AUM: $6.8M
• Clients: 9
• Accounts: 625

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323778 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search