M
$589.5M Total AUM
$509.2M Disc. AUM
-- 3Y CAGR
12 Employees
434 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-26-2024
- Office Locations
- 1
Office Locations
1415 E Oregon RD Leola PA
About Master's Wealth Management Inc.
Master's Wealth Management Inc. is a Leola-based RIA. The firm has been operating for 2 years. Managing $589.5M in total assets under management, with 9 advisory representatives. They custody assets with Raymond James.
Team overview
43 AVG AGE
$65.5M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
1.8 yrs AVG TENURE
12 Employees
9 Advisory Reps
9 RIA Reps
2yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
LYLE E HERSHEY
Chief Compliance Officer, Chief Executive Officer, FOUNDING PARTNER, Partner
- CRD
- #2174846
- Ownership
- 25% but less than 50%
Available
Available
Available
GARRISON REXON NORTH
Managing Partner, Partner
- CRD
- #5927506
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 3 owners & executives
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L
Liza Heisey
--
- CRD
- #7947028
Available
Available
Available
C
Colton Tyler Keller
--
- CRD
- #7307187
Available
Available
Available
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $509,227,125 | $335,680 |
| Non-Discretionary | $80,286,773 | $3,490,729 |
| Total | $589,513,898 | $382,801 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Private Funds:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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