MASTER'S WEALTH MANAGEMENT INC.

MASTER'S WEALTH MANAGEMENT INC. of LEOLA, PA is an SEC-registered investment adviser (CRD 328693). Regulatory assets under management: $589.5M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (6)

NameRoleLocation
Lyle E HersheyCHIEF EXECUTIVE OFFICER / FOUNDING PARTNER AND CHIEF COMPLIANCE OFFICER—
Garrison Rexon NorthMANAGING PARTNER—
Charles David KellerFOUNDING PARTNER / ADVISOR—
KELLER MATTHEW DAVIDFOUNDING PARTNER / ADVISOR—
HERSHEY AMY ECHIEF EXECUTIVE OFFICER / FOUNDING PARTNER; CHIEF EXECUTIVE OFFICER / FOUNDING PARTNER AND CHIEF COMPLIANCE OFFICER—
NORTH GARRISON REXONMANAGING PARTNER; MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER—

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