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MASTER'S WEALTH MANAGEMENT INC.

LEOLA, PA · CRD 328693 · IAPD ↗ · (717) 581-1323

$589.5MRegulatory AUM
9Advisory reps
12Employees
0Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
May 2026 — MASTER'S WEALTH MANAGEMENT INC. moved its main office from LANCASTER, PA to LEOLA, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
70
April 2026 — MASTER'S WEALTH MANAGEMENT INC. crossed $500M in regulatory AUM ($415.4M -> $589.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
72
April 2026 — MASTER'S WEALTH MANAGEMENT INC. grew from 5 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
February 2025 — MASTER'S WEALTH MANAGEMENT INC. reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
December 2024 — MASTER'S WEALTH MANAGEMENT INC. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
August 2024 — MASTER'S WEALTH MANAGEMENT INC. began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
73
August 2024 — MASTER'S WEALTH MANAGEMENT INC.'s provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
April 2024 — MASTER'S WEALTH MANAGEMENT INC. (LANCASTER, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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