HERBEIN WEALTH MANAGEMENT, L.L.C.

CRD #118114 SEC #801-63116 WYOMISSING, PA 610-376-8271

SEC Registered

Total AUM

$284M

Discretionary

$283.1M

Employees

Clients

101

Accounts

1,109

Firm Details

Organization Type: Limited Liability Company
State of Formation: Pennsylvania
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 18, 2016
Branch Offices: --

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
MICHALAK, JAMES, ANTHONY	I	MEMBER	NA
MICHALAK, JAMES, ANTHONY	I	MEMBER	NA
MICHALAK, JAMES, ANTHONY	I	MEMBER	NA	Control
MICHALAK, JAMES, ANTHONY	I	MEMBER	NA	Control
MICHALAK, JAMES, ANTHONY	I	MEMBER	NA
MICHALAK, JAMES, ANTHONY	I	MEMBER	NA	Control
RENNINGER, CHIARA, ANN	I	PARTNER	NA	Control
RENNINGER, CHIARA, ANN	I	MEMBER	NA
RENNINGER, CHIARA, ANN	I	MEMBER	NA
RENNINGER, CHIARA, ANN	I	PARTNER	NA	Control
RENNINGER, CHIARA, ANN	I	MEMBER	NA
RENNINGER, CHIARA, ANN	I	PARTNER	NA	Control
RENNINGER, CHIARA, ANN	I	MEMBER	NA
SCHAEFFER, JAYNE, ROBIN	I	MEMBER	NA
SCHAEFFER, JAYNE, ROBIN	I	MEMBER	NA
SCHAEFFER, JAYNE, ROBIN	I	MEMBER	NA
SCHAEFFER, JAYNE, ROBIN	I	MEMBER	NA
SCHAEFFER, JAYNE, ROBIN	I	MEMBER	NA
SCHAEFFER, JAYNE, ROBIN	I	MEMBER	NA
SCHAEFFER, JAYNE, ROBIN	I	MEMBER	NA
SCHAEFFER, JAYNE, ROBIN	I	MEMBER	NA
SCHAEFFER, JAYNE, ROBIN	I	MEMBER	NA
SCHAEFFER, JAYNE, ROBIN	I	MEMBER	NA
STONESIFER, DAVID, WAYNE	I	MEMBER	NA
STONESIFER, DAVID, WAYNE	I	MEMBER	NA
STONESIFER, DAVID, WAYNE	I	MEMBER	NA
STONESIFER, DAVID, WAYNE	I	MEMBER	NA
STONESIFER, DAVID, WAYNE	I	MEMBER	NA
STONESIFER, DAVID, WAYNE	I	MEMBER	NA
WOLF, STEVEN, MARK	I	MEMBER	NA
WOLF, STEVEN, MARK	I	MEMBER	NA
WOLF, STEVEN, MARK	I	MEMBER	NA
WOLF, STEVEN, MARK	I	MEMBER	NA
WOLF, STEVEN, MARK	I	MEMBER	NA
WOLF, STEVEN, MARK	I	MEMBER	NA
WOOD, DOUGLAS, ERHARDT	I	MEMBER	NA
WOOD, DOUGLAS, ERHARDT	I	MEMBER	NA
WOOD, DOUGLAS, ERHARDT	I	MEMBER	NA
WOOD, DOUGLAS, ERHARDT	I	MEMBER	NA
WOOD, DOUGLAS, ERHARDT	I	MEMBER	NA
WOOD, DOUGLAS, ERHARDT	I	MEMBER	NA
WORLEY, SCOTT, ALLEN	I	CHIEF COMPLIANCE OFFICER AND MEMBER	NA	Control
WORLEY, SCOTT, ALLEN	I	CHIEF COMPLIANCE OFFICER AND MEMBER	NA	Control
WORLEY, SCOTT, ALLEN	I	CHIEF COMPLIANCE OFFICER AND MEMBER	NA	Control
WORLEY, SCOTT, ALLEN	I	CHIEF COMPLIANCE OFFICER AND MEMBER	NA	Control
WORLEY, SCOTT, ALLEN	I	CHIEF COMPLIANCE OFFICER AND MEMBER	NA	Control
WORLEY, SCOTT, ALLEN	I	CHIEF COMPLIANCE OFFICER AND MEMBER	NA	Control
MORGAN, WILLIAM, ANDREW	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	C	Control
MORGAN, WILLIAM, ANDREW	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	C	Control
MORGAN, WILLIAM, ANDREW	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	C	Control
MORGAN, WILLIAM, ANDREW	I	PRESIDENT	C	Control
MORGAN, WILLIAM, ANDREW	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	C	Control
MORGAN, WILLIAM, ANDREW	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	C	Control
MORGAN, WILLIAM, ANDREW	I	PRESIDENT	C	Control
MORGAN, WILLIAM, ANDREW	I	PRESIDENT	C	Control
MORGAN, WILLIAM, ANDREW	I	PRESIDENT	C	Control
MORGAN, WILLIAM, ANDREW	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	C	Control
MORGAN, WILLIAM, ANDREW	I	PRESIDENT	C	Control
MORGAN, WILLIAM, ANDREW	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	C	Control
MORGAN, WILLIAM, ANDREW	I	PRESIDENT	C	Control
MORGAN, WILLIAM, ANDREW	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	B	Control
MORGAN, WILLIAM, ANDREW	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	B	Control
MORGAN, WILLIAM, ANDREW	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	B	Control
BARNEY, JANICE, SEMAN	I	MEMBER	A
BARNEY, JANICE, SEMAN	I	MEMBER	A
BARNEY, JANICE, SEMAN	I	MEMBER	A
BARNEY, JANICE, SEMAN	I	MEMBER	A
FIRELY, ROBERT, F.	I	MEMBER	A
FIRELY, ROBERT, F.	I	MEMBER	A
FIRELY, ROBERT, F.	I	MEMBER	A
FIRELY, ROBERT, F.	I	MEMBER	A
FIRELY, ROBERT, F.	I	MEMBER	A
FIRELY, ROBERT, F.	I	MEMBER	A
FIRELY, ROBERT, F.	I	MEMBER	A	Control
FIRELY, ROBERT, F.	I	MEMBER	A
FIRELY, ROBERT, F.	I	MEMBER	A
FIRELY, ROBERT, F.	I	MEMBER	A	Control
FIRELY, ROBERT, F.	I	MEMBER	A
FIRELY, ROBERT, F.	I	MEMBER	A
FIRELY, ROBERT, F.	I	MEMBER	A
FIRELY, ROBERT, F.	I	MEMBER	A	Control
FIRELY, ROBERT, F.	I	MEMBER	A
FIRELY, ROBERT, F.	I	MEMBER	A
GROEBEL, BARRY, D.	I	MEMBER	A
GROEBEL, BARRY, D.	I	MEMBER	A
GROEBEL, BARRY, D.	I	MEMBER	A
GROEBEL, BARRY, D.	I	MEMBER	A
GROEBEL, BARRY, D.	I	MEMBER	A
GROEBEL, BARRY, D.	I	MEMBER	A
GROEBEL, BARRY, D.	I	MEMBER	A
GROEBEL, BARRY, D.	I	MEMBER	A
GROEBEL, BARRY, D.	I	MEMBER	A
GROEBEL, BARRY, D.	I	MEMBER	A
GROEBEL, BARRY, D.	I	MEMBER	A
GROEBEL, BARRY, D.	I	MEMBER	A
GROEBEL, BARRY, D.	I	MEMBER	A
GROEBEL, BARRY, D.	I	MEMBER	A
GROEBEL, BARRY, D.	I	MEMBER	A
GROEBEL, BARRY, D.	I	MEMBER	A
HERBEIN, CARL, DAVID	I	MEMBER	A
HIMEBACK, LINDA, SUE	I	MEMBER	A
HIMEBACK, LINDA, SUE	I	MEMBER	A
HIMEBACK, LINDA, SUE	I	MEMBER	A
HIMEBACK, LINDA, SUE	I	MEMBER	A
HIMEBACK, LINDA, SUE	I	MEMBER	A
HIMEBACK, LINDA, SUE	I	MEMBER	A
HIMEBACK, LINDA, SUE	I	MEMBER	A
HIMEBACK, LINDA, SUE	I	MEMBER	A
HIMEBACK, LINDA, SUE	I	MEMBER	A
HIMEBACK, LINDA, SUE	I	MEMBER	A
HIMEBACK, LINDA, SUE	I	MEMBER	A
HIMEBACK, LINDA, SUE	I	MEMBER	A
HIMEBACK, LINDA, SUE	I	MEMBER	A
HIMEBACK, LINDA, SUE	I	MEMBER	A
HIMEBACK, LINDA, SUE	I	MEMBER	A
HIMEBACK, LINDA, SUE	I	MEMBER	A
HOWARD, KEVIN, DALE	I	MEMBER	A
HOWARD, KEVIN, DALE	I	MEMBER	A
HOWARD, KEVIN, DALE	I	MEMBER	A
HOWARD, KEVIN, DALE	I	MEMBER	A
HOWARD, KEVIN, DALE	I	MEMBER	A
HOWARD, KEVIN, DALE	I	MEMBER	A
HOWARD, KEVIN, DALE	I	MEMBER	A
HOWARD, KEVIN, DALE	I	MEMBER	A
HOWARD, KEVIN, DALE	I	MEMBER	A
HOWARD, KEVIN, DALE	I	MEMBER	A
PAGERLY, JOHN, THOMAS	I	MEMBER	A
PAGERLY, JOHN, THOMAS	I	MEMBER	A
PAGERLY, JOHN, THOMAS	I	MEMBER	A
PAGERLY, JOHN, THOMAS	I	MEMBER	A
PAGERLY, JOHN, THOMAS	I	MEMBER	A
PAGERLY, JOHN, THOMAS	I	MEMBER	A
PAGERLY, JOHN, THOMAS	I	MEMBER	A	Control
PAGERLY, JOHN, THOMAS	I	MEMBER	A
PAGERLY, JOHN, THOMAS	I	MEMBER	A
PAGERLY, JOHN, THOMAS	I	MEMBER	A	Control
PAGERLY, JOHN, THOMAS	I	MEMBER	A
PAGERLY, JOHN, THOMAS	I	MEMBER	A	Control
PAGERLY, JOHN, THOMAS	I	MEMBER	A
PRICE, THOMAS, JOHN	I	MEMBER	A
PRICE, THOMAS, JOHN	I	MEMBER	A
PRICE, THOMAS, JOHN	I	MEMBER	A
PRICE, THOMAS, JOHN	I	MEMBER	A
PRICE, THOMAS, JOHN	I	MEMBER	A
PRICE, THOMAS, JOHN	I	MEMBER	A
PRICE, THOMAS, JOHN	I	MEMBER	A	Control
PRICE, THOMAS, JOHN	I	MEMBER	A
PRICE, THOMAS, JOHN	I	MEMBER	A
PRICE, THOMAS, JOHN	I	MEMBER	A	Control
PRICE, THOMAS, JOHN	I	MEMBER	A	Control
PRICE, THOMAS, JOHN	I	MEMBER	A	Control
PRICE, THOMAS, JOHN	I	MEMBER	A
PRICE, THOMAS, JOHN	I	MEMBER	A	Control
PRICE, THOMAS, JOHN	I	MEMBER	A
PRICE, THOMAS, JOHN	I	MEMBER	A	Control
RENNINGER, CHIARA, ANN	I	PARTNER	A	Control
RENNINGER, CHIARA, ANN	I	PARTNER	A	Control
RENNINGER, CHIARA, ANN	I	PARTNER	A	Control
RHOADS, BRUCE, CHARLES	I	MEMBER	A
RHOADS, BRUCE, CHARLES	I	MEMBER	A
RHOADS, BRUCE, CHARLES	I	MEMBER	A
RHOADS, BRUCE, CHARLES	I	MEMBER	A
RHOADS, BRUCE, CHARLES	I	MEMBER	A
RHOADS, BRUCE, CHARLES	I	MEMBER	A
ROWLEY, MICHAEL, JOSEPH	I	MEMBER	A
ROWLEY, MICHAEL, JOSEPH	I	MEMBER	A
ROWLEY, MICHAEL, JOSEPH	I	MEMBER	A
ROWLEY, MICHAEL, JOSEPH	I	MEMBER	A
ROWLEY, MICHAEL, JOSEPH	I	MEMBER	A
ROWLEY, MICHAEL, JOSEPH	I	MEMBER	A
ROWLEY, MICHAEL, JOSEPH	I	MEMBER	A
ROWLEY, MICHAEL, JOSEPH	I	MEMBER	A
ROWLEY, MICHAEL, JOSEPH	I	MEMBER	A
ROWLEY, MICHAEL, JOSEPH	I	MEMBER	A
ROWLEY, MICHAEL, JOSEPH	I	MEMBER	A
ROWLEY, MICHAEL, JOSEPH	I	MEMBER	A
ROWLEY, MICHAEL, JOSEPH	I	MEMBER	A
ROWLEY, MICHAEL, JOSEPH	I	MEMBER	A
ROWLEY, MICHAEL, JOSEPH	I	MEMBER	A
ROWLEY, MICHAEL, JOSEPH	I	MEMBER	A
SEIDEL, KEN, WILLIAM	I	MEMBER	A
SEIDEL, KEN, WILLIAM	I	MEMBER	A
SEIDEL, KEN, WILLIAM	I	MEMBER	A
SEIDEL, KEN, WILLIAM	I	MEMBER	A
SEIDEL, KEN, WILLIAM	I	MEMBER	A
SEIDEL, KEN, WILLIAM	I	MEMBER	A
SEIDEL, KEN, WILLIAM	I	MEMBER	A
SEIDEL, KEN, WILLIAM	I	MEMBER	A
SEIDEL, KEN, WILLIAM	I	MEMBER	A
SEIDEL, KEN, WILLIAM	I	MEMBER	A
WITKOWSKI, JOSEPH, J.	I	MEMBER	A
WITKOWSKI, JOSEPH, J.	I	MEMBER	A
WITKOWSKI, JOSEPH, J.	I	MEMBER	A
WITKOWSKI, JOSEPH, J.	I	MEMBER	A
WITKOWSKI, JOSEPH, J.	I	MEMBER	A
WITKOWSKI, JOSEPH, J.	I	MEMBER	A
WITKOWSKI, JOSEPH, J.	I	MEMBER	A	Control
WITKOWSKI, JOSEPH, J.	I	MEMBER	A
WITKOWSKI, JOSEPH, J.	I	MEMBER	A
WITKOWSKI, JOSEPH, J.	I	MEMBER	A	Control
WITKOWSKI, JOSEPH, J.	I	MEMBER	A	Control
WITKOWSKI, JOSEPH, J.	I	MEMBER	A	Control
WITKOWSKI, JOSEPH, J.	I	MEMBER	A
WITKOWSKI, JOSEPH, J.	I	MEMBER	A	Control
WITKOWSKI, JOSEPH, J.	I	MEMBER	A
WITKOWSKI, JOSEPH, J.	I	MEMBER	A	Control

Registrations

Federal

Mar 18, 2016 REGISTERED

Notice Filings (7)

DE FL NH PA SC TX VT

Address

2763 CENTURY BLVD.
WYOMISSING, PA 19610
United States

Phone: 610-376-8271