{
  "crd_number": 323778,
  "slug": "members-wealth-llc-media-pa-323778",
  "primary_business_name": "MEMBERS WEALTH LLC",
  "legal_name": "MEMBERS WEALTH LLC",
  "dbas": [],
  "city": "Media",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-11-06",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-12",
  "carried_forward": false,
  "raum_total": 279553593.0,
  "raum_discretionary": 272766383.0,
  "raum_non_discretionary": 6787210.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 9,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 2839200.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 28646217.0,
      "count": 85
    },
    "high_net_worth_individuals": {
      "raum": 247109378.0,
      "count": 81
    },
    "corporations_other_businesses": {
      "raum": 958798.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "NJ",
    "NY",
    "PA",
    "TX"
  ],
  "websites": [
    "https://danecfa.com",
    "https://facebook.com/memberswealth",
    "https://linkedin.com/company/members-wealth",
    "https://mariefeindt.com",
    "https://memberswealthllc.com",
    "https://youtube.com/@memberswealthllc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323778",
  "city_as_filed": "MEDIA",
  "url": "https://advisorcensus.com/firm/members-wealth-llc-media-pa-323778",
  "display_name": "Members Wealth LLC",
  "summary": "Members Wealth LLC is an SEC-registered investment advisory firm in Media, PA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.",
  "citation": "AdvisorCensus. Members Wealth LLC (CRD 323778): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Members Wealth LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Members Wealth LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Members Wealth LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 12, 2026 states: Flat fee: up to $50,000 (financial planning services); Flat fee: $1,000 to $10,000 a year (employer benefits services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Members Wealth LLC located?",
      "a": "Members Wealth LLC's principal office is in Media, PA, according to its Form ADV."
    },
    {
      "q": "Is Members Wealth LLC registered with the SEC or a state?",
      "a": "Members Wealth LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 323778."
    },
    {
      "q": "How much does Members Wealth LLC manage?",
      "a": "Members Wealth LLC reports $279,553,593 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (98% discretionary)."
    },
    {
      "q": "How have Members Wealth LLC's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Members Wealth LLC: Regulatory assets under management: $119,310,622 in the October 2024 data and $279,553,593 in the October 2026 data, up 134%. Total employees: 5 in October 2023 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Members Wealth LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (85); high net worth individuals (81)."
    },
    {
      "q": "Which custodians does Members Wealth LLC use?",
      "a": "Members Wealth LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Members Wealth LLC report any disciplinary disclosures?",
      "a": "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/323778"
    },
    {
      "q": "Does Members Wealth LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 12, 2026 says: \"Members’ Wealth generally requires a minimum relationship size of $1,000,000 to effectively implement its investment process. This minimum can be waived at the discretion of the Advisor.\""
    },
    {
      "q": "What changed in Members Wealth LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $217,289,348 to $279,553,593 (+29%). Employees performing advisory functions went from 4 to 6."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 5,
      "filing_date": "2023-08-10"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 119310622.0,
      "total_employees": 6,
      "filing_date": "2024-09-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 217289348.0,
      "total_employees": 7,
      "filing_date": "2025-06-02"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 279553593.0,
      "total_employees": 9,
      "filing_date": "2026-03-12"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $217,289,348 to $279,553,593 (+29%).",
        "Employees performing advisory functions went from 4 to 6."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 12, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: up to $50,000 (financial planning services)",
      "Flat fee: $1,000 to $10,000 a year (employer benefits services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Members’ Wealth generally requires a minimum relationship size of $1,000,000 to effectively implement its investment process. This minimum can be waived at the discretion of the Advisor."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $50,000 (financial planning services)"
        ],
        "quotes": [
          "Members’ Wealth offers financial planning services for a fixed engagement fee up to $50,000 per engagement."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,000 to $10,000 a year (employer benefits services)"
        ],
        "quotes": [
          "Fees will be charged at a fixed level dependent upon the size of the engagement and the number of employees ranging from $1,000-$10,000 per employee per year."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 50000.0,
          "period": "one_time",
          "service": "financial planning services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 1000.0,
          "max": 10000.0,
          "period": "annual",
          "service": "employer benefits services"
        }
      ]
    },
    "quotes": [
      "Members’ Wealth generally requires a minimum relationship size of $1,000,000 to effectively implement its investment process. This minimum can be waived at the discretion of the Advisor.",
      "Members’ Wealth offers financial planning services for a fixed engagement fee up to $50,000 per engagement.",
      "Fees will be charged at a fixed level dependent upon the size of the engagement and the number of employees ranging from $1,000-$10,000 per employee per year."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/members-wealth-llc-media-pa-323778.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 85,
      "fewer_than_5": false,
      "raum": 28646217.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 81,
      "fewer_than_5": false,
      "raum": 247109378.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 2839200.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 958798.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323778",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}