RIA Intelligence

MEMBERS WEALTH LLC

CRD #323778 SEC #801-128482 MEDIA, PA 267-367-5453
SEC Registered
Total AUM
$217.3M
Discretionary
$211.8M
Employees
7
Clients
51
Accounts
512

AUM Over Time

DateJun 2025
Total AUM$217.3M
Discretionary$211.8M
Non-Disc.$5.5M
Employees7
Clients0
DateApr 2025
Total AUM$217.3M
Discretionary$211.8M
Non-Disc.$5.5M
Employees7
Clients0
DateMar 2025
Total AUM$217.3M
Discretionary$211.8M
Non-Disc.$5.5M
Employees7
Clients0
DateMar 2025
Total AUM$217.3M
Discretionary$211.8M
Non-Disc.$5.5M
Employees7
Clients0
DateSep 2024
Total AUM$119.3M
Discretionary$119.3M
Non-Disc.$0
Employees6
Clients0
DateSep 2024
Total AUM$119.3M
Discretionary$119.3M
Non-Disc.$0
Employees6
Clients0
DateSep 2024
Total AUM$119.3M
Discretionary$119.3M
Non-Disc.$0
Employees6
Clients0
DateJan 2024
Total AUM$119.3M
Discretionary$119.3M
Non-Disc.$0
Employees6
Clients0
DateNov 2023
Total AUM$103.1M
Discretionary$103.1M
Non-Disc.$0
Employees6
Clients0