MASTER'S WEALTH MANAGEMENT INC.

Adviser information for MASTER'S WEALTH MANAGEMENT INC. last updated from Form ADV on March 20th, 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 Corporation
Fiscal Year End DECEMBER
Legal Location Pennsylvania, United States

Employees

Total Number of Employees 10
Investment Advisory/Research 6
Registered Broker-Dealer Representatives 6
Registered State Investment Advisers 6
Licensed Agents of an Insurance Company 6
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 0 $0
Non-Discretionary 0 $0
Total 0 $0

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
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 0

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-129711
SEC ERA File Number 801-129711
SEC CIK Numbers None
SEC CRD Numbers 328693
Legal Entity Identifier None

Principal Office

480 NEW HOLLAND AVENUE
SUITE 7201
LANCASTER
PA
United States
Monday - Friday, 8:30AM TO 5:00PM
Tel: (717) 581-1323, Fax: None

Chief Compliance Officer

LYLE E. HERSHEY
CHIEF EXECUTIVE OFFICE
480 NEW HOLLAND AVENUE
SUITE 7201
LANCASTER
PA
United States
Tel: (717) 581-1323
(Full email address available in API data)

Regulatory Contact

GARRISON R. NORTH
MANAGING PARTNER
480 NEW HOLLAND AVENUE
SUITE 7201
LANCASTER
OH
United States
Tel: (717) 581-1323
(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
HERSHEY, LYLE, E Individual CHIEF EXECUTIVE OFFICER / FOUNDING PARTNER AND CHIEF COMPLIANCE OFFICER 02/2024 25-50%
NORTH, GARRISON, REXON Individual MANAGING PARTNER 02/2024 25-50%
KELLER, CHARLES, DAVID Individual FOUNDING PARTNER / ADVISOR 02/2024 10-25%

No. Employees, Historic

10502024202510 on 2/18/202410 on 2/23/202410 on 3/20/202410 on 3/20/2024

RAUM, Historic

000202420250 on 2/18/20240 on 2/23/20240 on 3/20/20240 on 3/20/2024