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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Members Wealth LLC
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| CRD # | 323778 |
| SEC # | 801-128482 |
| CIK # | 0002059574 |
| AUM | $217.3 M (2025-06-02) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 267-367-5453 |
| Address | 1 South Olive Steet Media, PA 19063 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 3.0 | ||
| Ritchie Bros Auctioneers Inc | 2.9 | ||
| Apple Inc | 2.4 | ||
| Amazon Com Inc | 1.5 | ||
| Nvidia Corp | 1.4 | ||
| Coca Cola Co | 1.4 | ||
| Home Depot Inc | 1.4 | ||
| UnitedHealth Group Inc | 1.1 | ||
| Stryker Corp | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 129 | 19.4 |
| (b) Individuals (high net worth individuals) | 67 | 194.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 3.1 |
| (n) Other | 0 | 0.0 |
| Total | 512 | 217.3 |
| By Discretionary | ||
| Discretionary | 503 | 211.8 |
| Non-Discretionary | 9 | 5.5 |
| Total | 512 | 217.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 217.3 | |
| Total | 512 | 217.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002059574] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Archer Portfolio Management Inc
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|
0.2 | |
|
GBM Wealth Management Inc
✚
|
TX | 0.2 |
|
Alpha Capital Family Office LLC
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|
CO | 0.2 |
|
Udine Wealth Management Inc
✚
|
0.2 | |
|
Guidestream Financial Inc
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|
MI | 0.2 |
|
Patrick M Sweeney & Associates Inc
✚
|
IL | 0.2 |
|
Variant Private Wealth LLC
✚
|
VA | 0.2 |
|
Sander Capital Advisors Inc
✚
|
WA | 0.2 |
|
Waycross Investment Management Company
✚
|
WA | 0.2 |
|
Deane Retirement Strategies Inc
✚
|
LA | 0.2 |