Members Wealth LLC

Members Wealth LLC (CRD# 323778) is a financial advisory firm headquartered in Media, PA. They manage $119,310,622 in 304 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
211 N. Olive Street, Media, PA 19063
https://www.memberswealthllc.com/
By the Numbers
  • Total Assets Under Management
    119
    MILLION
  • Total Number of Accounts
    304
    ACCOUNTS
  • Average Account Value
    $392,469
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, NJ, PA

Financial Advisors at Members Wealth LLC
Showing 1 - 3 of 3 top financial advisors.
1
Dane Czaplicki, financial advisor Media PA
Dane F. Czaplicki
CRD#: 4372354
211 N. Olive Street, Media, PA 19063

Dane Czaplicki (CRD# 4372354) is an Investment Advisor Representative working at Members Wealth LLC in Media, PA and has over 23 years of experience in the finance industry.

2
Timothy Macarak, financial advisor Media PA
Timothy M. Macarak
CRD#: 4890673
211 N. Olive Street, Media, PA 19063

Timothy Macarak (CRD# 4890673) is an Investment Advisor Representative working at Members Wealth LLC in Media, PA and has over 18 years of experience in the finance industry.

3
Timothy Thomas, financial advisor Media PA
Timothy Y. Thomas
CRD#: 2870674
211 N. Olive Street, Media, PA 19063

Timothy Thomas (CRD# 2870674) is an Investment Advisor Representative working at Members Wealth LLC in Media, PA and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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