# Members Wealth LLC

> 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.

- CRD: 323778
- Filed as: MEMBERS WEALTH LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Media, PA
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323778
- AdvisorCensus page: https://advisorcensus.com/firm/members-wealth-llc-media-pa-323778

## Quick answers

**How is Members Wealth LLC compensated?**
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).

**Where is Members Wealth LLC located?**
Members Wealth LLC's principal office is in Media, PA, according to its Form ADV.

**Is Members Wealth LLC registered with the SEC or a state?**
Members Wealth LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 323778.

**How much does Members Wealth LLC manage?**
Members Wealth LLC reports $279,553,593 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (98% discretionary).

**How have Members Wealth LLC's assets and staff changed since 2023?**
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.

**What types of clients does Members Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (85); high net worth individuals (81).

**Which custodians does Members Wealth LLC use?**
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.

**Does Members Wealth LLC 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/323778

**Does Members Wealth LLC state an account minimum?**
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."

**What changed in Members Wealth LLC's recent Form ADV filings?**
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.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 12, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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: $279,553,593
- Discretionary: $272,766,383
- Non-discretionary: $6,787,210

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 85 | $28,646,217 |
| High net worth individuals | 81 | $247,109,378 |
| Charitable organizations | Fewer than 5 | $2,839,200 |
| Corporations or other businesses not listed above | Fewer than 5 | $958,798 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (2 years)
- Employees: 9 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NJ, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- danecfa.com
- mariefeindt.com
- memberswealthllc.com
- Facebook @memberswealth
- LinkedIn @members-wealth
- YouTube @memberswealthllc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | Not reported | 5 | August 10, 2023 |
| October 2024 | $119,310,622 | 6 | September 20, 2024 |
| October 2025 | $217,289,348 | 7 | June 2, 2025 |
| October 2026 | $279,553,593 | 9 | March 12, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $217,289,348 to $279,553,593 (+29%).
- Employees performing advisory functions went from 4 to 6.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Members Wealth LLC (CRD 323778): Form ADV filing data as of October 2026.