Master'S Wealth Management Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Leola, PA. Its latest Form ADV filing, dated April 30, 2026, reports $590M in regulatory assets under management, 12 employees, and 1,540 accounts.
Top client segmentIndividuals represent 50.5% of total clients.
Top client categories% of clientsClients
1
Individuals
50.5%
219
2
HNWI
42.9%
186
3
Pension Plans
5.3%
23
4
Corporations
1.4%
6
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$590Mas of April 30, 2026
Discretionary86.4%
$509M
86% of total RAUM86.4%
Non-discretionary13.6%
$80M
14% of total RAUM13.6%
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$590M
Total Accounts1,540
10Y AUM Change+$590M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee36:1
10Y Employee Change+2 (+20.0%)
* 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.