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| Master's Wealth Management Inc
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| |
|---|---|
| CRD # | 328693 |
| SEC # | 801-129711 |
| CIK # | |
| AUM | $379.7 MM (2024-07-16) |
| Employees | 10 (60% Investors, 60% Brokers) |
| Phone | 717-581-1323 |
| Address | 480 New Holland Avenue Lancaster, PA 17602 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 261 | 101.4 |
| (b) Individuals (high net worth individuals) | 102 | 172.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 19 | 53.1 |
| (h) Charitable organizations | 0 | 32.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 19.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,175 | 379.7 |
| By Discretionary | ||
| Discretionary | 1,156 | 326.6 |
| Non-Discretionary | 19 | 53.1 |
| Total | 1,175 | 379.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 379.7 | |
| Total | 1,175 | 379.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Objective Capital Management LLC
✚
|
OH | 0.4 |
|
Matson Financial Advisors Inc
✚
|
CT | 0.4 |
|
MKT Advisors LLC
✚
|
CA | 0.4 |
|
Boltwood Capital Management
✚
|
CA | 0.4 |
|
Mosaic Pacific Investment Advisors LLC
✚
|
HI | 0.4 |
|
Narus Financial Partners LLC
✚
|
UT | 0.4 |
|
Global Kandor Advisors LLC
✚
|
FL | 0.4 |
|
Kennicott Capital Management LLC
✚
|
CA | 0.4 |
|
Cahill Wealth Management LLC
✚
|
MI | 0.4 |
|
Court Place Advisors LLC
✚
|
MD | 0.4 |