Members Wealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Media, PA. Its latest Form ADV filing, dated March 12, 2026, reports $280M in regulatory assets under management, 9 employees, 2 offices, and 625 accounts.
Assets Under Management
$280M
Employees
9
Offices
2 offices
Total Clients
166
Primary office
MEDIA, PA
1 SOUTH OLIVE STEET, SUITE 1C, MEDIA, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 51.2% of total clients.
Top client categories% of clientsClients
1
Individuals
51.2%
85
2
HNWI
48.8%
81
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$280Mas of March 12, 2026
Discretionary97.6%
$273M
98% of total RAUM97.6%
Non-discretionary2.4%
$7M
2% of total RAUM2.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$280M
Total Accounts625
10Y AUM Change+$280M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee18:1
10Y Employee Change+4 (+80.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.