MEMBERS WEALTH LLC
Adviser information for MEMBERS WEALTH LLC last updated from Form ADV on January 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 304 | $119.3M |
| Non-Discretionary | 0 | $0 |
| Total | 304 | $119.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 26 | $8.7M |
| HNW Individuals | 44 | $110.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-128482 |
|---|---|
| SEC ERA File Number | 801-128482 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 323778 |
| Legal Entity Identifier | None |
Principal Office
211 N. OLIVE STREETMEDIA
PA
United States
Monday - Friday, 8AM-5PM
Tel: 267-367-5453, Fax: None
Chief Compliance Officer
TIM THOMAS
315 WEST COTA ST.
APT. B
SANTA BARBARA
CA
United States
Tel:
267-367-5453
T*********@*******************M
(Full email address available in API data)
Regulatory Contact
DANE CZAPLICKI
CEO
211 N OLIVE STREET
MEDIA
PA
United States
Tel:
2673675453
D***@*******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| THOMAS, TIMOTHY, YEATS | Individual | – | CCO | 11/2022 | < 5% |
| CZAPLICKI, DANE, FRANCIS | Individual | – | CEO | 11/2022 | 50-75% |
| MACARAK, TIMOTHY, MICHAEL | Individual | – | MANAGING MEMBER | 01/2024 | 50-75% |