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| Master's Wealth Management Inc
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|---|---|
| CRD # | 328693 |
| SEC # | 801-129711 |
| CIK # | 0002056521 |
| AUM | $415.4 M (2025-06-10) |
| Employees | 12 (42% Investors, 42% Brokers) |
| Phone | 717-581-1323 |
| Address | 480 New Holland Avenue Lancaster, PA 17602 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.1 | ||
| Regions Financial Corp | 0.9 | ||
| Gallagher Arthur J & Co | 0.9 | ||
| Parker Hannifin Corp | 0.8 | ||
| AMB Property Corp | 0.7 | ||
| Paychex Inc | 0.7 | ||
| PNC Financial Services Group Inc | 0.5 | ||
| Snap-On Inc | 0.5 | ||
| Home Depot Inc | 0.5 | ||
| Union Pacific Corp | 0.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 231 | 118.5 |
| (b) Individuals (high net worth individuals) | 137 | 186.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 18 | 55.8 |
| (h) Charitable organizations | 0 | 35.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 19.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,263 | 415.4 |
| By Discretionary | ||
| Discretionary | 1,245 | 359.6 |
| Non-Discretionary | 18 | 55.8 |
| Total | 1,263 | 415.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 414.3 | |
| Total | 1,263 | 415.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002056521] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fortitude Advisory Group LLC
✚
|
WA | 0.4 |
|
Mach-1 Financial Group LLC
✚
|
AR | 0.4 |
|
Allodium Investment Consultants LLC
✚
|
MN | 0.4 |
|
Causey Public Finance LLC
✚
|
0.4 | |
|
25 LLC
✚
|
MO | 0.4 |
|
River Street Advisors LLC
✚
|
IL | 0.4 |
|
Brown Lisle/Cummings Inc
✚
|
RI | 0.4 |
|
Blue Rock Wealth Management LLC
✚
|
NC | 0.4 |
|
KG&L Capital Management LLC
✚
|
LA | 0.4 |
|
Cypress Asset Management Inc
✚
|
0.4 |