Members Wealth LLC
● SEC registered since 2023CRD 323778SEC# 801-128482Media, PA
Reg. AUM
$279.6M
Employees
9
Accounts
625
Location
Media, PA
About Members Wealth
Members' Wealth provides fiduciary wealth management and financial planning, coordinating investment management, tax planning, and legal strategies. It offers integrated services for families, trusts, and business owners in the Greater Philadelphia area.
Summary based on the firm’s website.
Members Wealth LLC assets under management
Members Wealth LLC operates as an SEC-registered investment adviser based in Media, PA. The firm has been registered since 2023. It reports $279.6 million in regulatory assets under management and employs 9 people.
Members Wealth LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dane Francis Czaplicki Control | Ceo | 50-75% | 2022 |
| Timothy Michael MacArak Control | Managing Member | 50-75% | 2024 |
| Timothy Yeats Thomas Control | Cco | Under 5% | 2022 |
Frequently asked questions
How much does Members Wealth LLC manage?
Members Wealth LLC reports $279.6 million in regulatory assets under management on its Form ADV.
How many employees does Members Wealth LLC have?
Members Wealth LLC reports 9 employees.
Where is Members Wealth LLC located?
Members Wealth LLC is based in Media, PA and has been SEC-registered since 2023.
Does Members Wealth LLC disclose fund performance?
Members Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1 South Olive Steet, Suite 1c, Media, PA 19063 |
| Phone | 267-367-5453 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$279.6M▲ 29%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,389 advisers
EmployeesTop 43%
More than 57% of 16,799 advisers
Assets under management
$279.6Mregulatory AUM
Discretionary $272.8MNon-discretionary $6.8M