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MEMBERS WEALTH LLC
CRD 323778 · SEC 801-128482
1 SOUTH OLIVE STEET, SUITE 1C, MEDIA, PA, 19063, United States
Phone
267-367-5453
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$279.6M
Discretionary AUM
$272.8M
Team
9 total employees; 6 advisory reps; 11 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 85 | $28.6M |
| High net worth individuals | 81 | $247.1M |
States served
CA, NJ, NY, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD