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| Master's Wealth Management Inc
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|---|---|
| CRD # | 328693 |
| SEC # | 801-129711 |
| CIK # | 0002056521 |
| AUM | 589.5 M (2026-04-30) |
| Employees | 12 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 717-581-1323 |
| Address | 1415 E Oregon Rd Leola, PA 17540 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002056521 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.3 | ||
| PNC Financial Services Group Inc | 2.1 | ||
| AMB Property Corp | 1.1 | ||
| Parker Hannifin Corp | 1.1 | ||
| Regions Financial Corp | 1.0 | ||
| Hershey Co | 0.7 | ||
| Microsoft Corp | 0.7 | ||
| Caterpillar Inc | 0.7 | ||
| Snap-On Inc | 0.7 | ||
| Lam Research Corp | 0.7 | ||
| Phillips 66 | 0.6 | ||
| Waste Management Inc | 0.6 | ||
| Union Pacific Corp | 0.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 219 | 98.8 |
| (b) Individuals (high net worth individuals) | 186 | 347.9 |
| (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 | 23 | 80.3 |
| (h) Charitable organizations | 0 | 42.7 |
| (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 | 1,540 | 589.5 |
| By Discretionary | ||
| Discretionary | 1,517 | 509.2 |
| Non-Discretionary | 23 | 80.3 |
| Total | 1,540 | 589.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.3 | |
| United States Persons | 588.2 | |
| Total | 1,540 | 589.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002056521] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Accredited Investor Services LLC
✚
|
MN | 591.0 M |
|
The Legacy Financial Group Inc
✚
|
OK | 590.7 M |
|
Financial Gravity Family Office Services LLC
✚
|
TX | 590.5 M |
|
Milestone Financial Planning LLC
✚
|
NH | 590.3 M |
|
Reston Wealth Management LLC
✚
|
VA | 589.9 M |
|
VAM Group Inc
✚
|
MI | 589.4 M |
|
Greater Midwest Financial Group LLC
✚
|
MN | 589.3 M |
|
Fairfield Bush & Co
✚
|
CT | 589.0 M |
|
Consolidated Financial Management Group LLC
✚
|
OH | 588.7 M |
|
Everpar Advisors LLC
✚
|
OK | 587.8 M |