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| Members Wealth LLC
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|---|---|
| CRD # | 323778 |
| SEC # | 801-128482 |
| CIK # | 0002059574 |
| AUM | 279.6 M (2026-03-12) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 267-367-5453 |
| Address | 1 South Olive Steet Media, PA 19063 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.2 | ||
| Microsoft Corp | 2.8 | ||
| Nvidia Corp | 2.5 | ||
| Alphabet Inc | 2.4 | ||
| Amazon Com Inc | 1.8 | ||
| Coca Cola Co | 1.5 | ||
| Home Depot Inc | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 85 | 28.6 |
| (b) Individuals (high net worth individuals) | 81 | 247.1 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 2.8 |
| (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 | 0 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 625 | 279.6 |
| By Discretionary | ||
| Discretionary | 615 | 272.8 |
| Non-Discretionary | 10 | 6.8 |
| Total | 625 | 279.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 279.6 | |
| Total | 625 | 279.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002059574] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 11 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Holistic Wealth Advisors
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Wealth Advisors Group LLC
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