# Master's Wealth Management Inc.

> Master's Wealth Management Inc. is an SEC-registered investment advisory firm in Leola, PA, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 30, 2026.

- CRD: 328693
- Filed as: MASTER'S WEALTH MANAGEMENT INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Leola, PA
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328693
- AdvisorCensus page: https://advisorcensus.com/firm/master-s-wealth-management-inc-leola-pa-328693

## Quick answers

**How is Master's Wealth Management Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Master's Wealth Management Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Master's Wealth Management Inc. located?**
Master's Wealth Management Inc.'s principal office is in Leola, PA, according to its Form ADV.

**Is Master's Wealth Management Inc. registered with the SEC or a state?**
Master's Wealth Management Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 328693.

**How much does Master's Wealth Management Inc. manage?**
Master's Wealth Management Inc. reports $589,513,898 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (86% discretionary).

**How have Master's Wealth Management Inc.'s assets and staff changed since 2024?**
In the Form ADV data for Master's Wealth Management Inc.: Regulatory assets under management: $379,662,863 in the October 2024 data and $589,513,898 in the October 2026 data, up 55%. Total employees: 10 in October 2024 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Master's Wealth Management Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (219); high net worth individuals (186); pension and profit sharing plans (but not the plan participants or government pension plans) (23).

**Which custodians does Master's Wealth Management Inc. use?**
Master's Wealth Management Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Capital Client Group, Inc. and Raymond James & Associates, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Master's Wealth Management Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328693

**What changed in Master's Wealth Management Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $415,439,107 to $589,513,898 (+42%). Employees performing advisory functions went from 5 to 9.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Capital Client Group, Inc.
- Raymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $589,513,898
- Discretionary: $509,227,125
- Non-discretionary: $80,286,773

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 219 | $98,780,476 |
| High net worth individuals | 186 | $347,903,294 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 23 | $80,286,773 |
| Charitable organizations | Fewer than 5 | $42,699,172 |
| Corporations or other businesses not listed above | 6 | $19,844,183 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 12 total, 9 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mastersadvisors.com
- Facebook @mastersadvisors
- LinkedIn @masterswealthmanagement
- YouTube @masterswealthmanagement

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $379,662,863 | 10 | July 16, 2024 |
| October 2025 | $415,439,107 | 12 | June 10, 2025 |
| October 2026 | $589,513,898 | 12 | April 30, 2026 |

Regulatory assets under management: $379,662,863 in the October 2024 data and $589,513,898 in the October 2026 data, up 55%.
Total employees: 10 in October 2024 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $415,439,107 to $589,513,898 (+42%).
- Employees performing advisory functions went from 5 to 9.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Master's Wealth Management Inc. (CRD 328693): Form ADV filing data as of October 2026.