RIA Intelligence

MASTER'S WEALTH MANAGEMENT INC.

CRD #328693 SEC #801-129711 LANCASTER, PA (717) 581-1323
SEC Registered
Total AUM
$415.4M
Discretionary
$359.6M
Employees
12
Clients
101
Accounts
1,263

AUM Over Time

DateNov 2025
Total AUM$415.4M
Discretionary$359.6M
Non-Disc.$55.8M
Employees12
Clients0
DateOct 2025
Total AUM$415.4M
Discretionary$359.6M
Non-Disc.$55.8M
Employees12
Clients0
DateAug 2025
Total AUM$415.4M
Discretionary$359.6M
Non-Disc.$55.8M
Employees12
Clients0
DateJun 2025
Total AUM$415.4M
Discretionary$359.6M
Non-Disc.$55.8M
Employees12
Clients0
DateApr 2025
Total AUM$415.4M
Discretionary$359.6M
Non-Disc.$55.8M
Employees12
Clients0
DateApr 2025
Total AUM$415.4M
Discretionary$359.6M
Non-Disc.$55.8M
Employees12
Clients0
DateJan 2025
Total AUM$415.4M
Discretionary$359.6M
Non-Disc.$55.8M
Employees12
Clients0
DateNov 2024
Total AUM$379.7M
Discretionary$326.6M
Non-Disc.$53.1M
Employees10
Clients0
DateJul 2024
Total AUM$379.7M
Discretionary$326.6M
Non-Disc.$53.1M
Employees10
Clients0
DateApr 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateApr 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateFeb 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateFeb 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0