← Tributary

MEMBERS WEALTH LLC

MEDIA, PA · CRD 323778 · IAPD ↗ · memberswealthllc.com · 267-367-5453

$279.6MRegulatory AUM
6Advisory reps
9Employees
11Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — MEMBERS WEALTH LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2026 — MEMBERS WEALTH LLC reported RAUM up 29% ($217.3M -> $279.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2026 — MEMBERS WEALTH LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
July 2025 — MEMBERS WEALTH LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2025 — MEMBERS WEALTH LLC now reports custody of client assets ($65.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2025 — MEMBERS WEALTH LLC reported RAUM up 82% ($119.3M -> $217.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
October 2024 — MEMBERS WEALTH LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
February 2024 — MEMBERS WEALTH LLC reports 51-100 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.