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MASTER'S WEALTH MANAGEMENT INC.
CRD 328693 · SEC 801-129711
1415 E OREGON RD, LEOLA, PA, 17540, United States
Phone
(717) 581-1323
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$589.5M
Discretionary AUM
$509.2M
Team
12 total employees; 9 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 219 | $98.8M |
| High net worth individuals | 186 | $347.9M |
| Pension/profit sharing plans | 23 | $80.3M |
| Corporations/business entities | 6 | $19.8M |
States served
PA, TX
All web addresses on file
Official SEC filing: View on IAPD