← Back to list

MEMBERS WEALTH LLC

UUIDaf9db5bf-4ba7-5547-8ccf-3612cbd7610f
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:55
Updated2025-10-23 02:23:55

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 323778 323778 1.0
sec_file_number 801-128482 801-128482

Profile

Websitehttps://www.memberswealthllc.com/
HQ CityMEDIA
HQ StatePA
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)217,289,348.0
  • RAUM (discretionary)211,783,203.0
  • Actionable assets197,888,486.0
  • Accounts512.0

Institutional Clients

  • Government AUM
  • Pension AUM
  • Charitable AUM
  • HNW AUM194,760,128.0

As of 2025-06-02 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.