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Members Wealth LLC

Members Wealth LLC. CRD 323778

M

CRD: 323778

Members Wealth LLC

Media, PA, 19063
2673675453
www.memberswealthllc.com
$279.6M Total AUM
$272.8M Disc. AUM
-- 3Y CAGR
9 Employees
177 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
--
Established Date
08-24-2023
Office Locations
2

Office Locations

1 South Olive Steet Suite 1C Media PA
10 East Yanonali ST Santa Barbara CA

About Members Wealth LLC

Members' Wealth is a private wealth management firm serving individuals, families, trusts, business owners, and institutions in the Philadelphia/Media area. The team develops custom financial plans and investment policy statements and manages tax-efficient, research-driven portfolios with opportunistic rebalancing and no proprietary products, coordinating estate and legal considerations. Service is delivered via a dedicated CFP/CFA/JD-led team and an Orion client portal.

Team overview

45 AVG AGE
$46.6M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
2.3 yrs AVG TENURE
9 Employees
6 Advisory Reps
5 RIA Reps
2yrs Firm Age

Insights

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Full visibility includes strategy notes for oak insight.

Asset Classes

Atlas Timber catalyst Legacy Oak north

Client Personas

Delta Focus vertex

CRM

Pioneer

Custodian

Legacy Unison horizon

Investment Themes

Peak Ridge

Investment Vehicles

Pathway pathway

Platform

Optima

Services

Ember Unison quantum Bridge unison Peak Horizon fusion Pioneer vertex Ridge eagle Eagle glacier Optima Beacon

Owner & Executives

D

DANE FRANCIS CZAPLICKI

Chief Executive Officer

CRD
#4372354
Ownership
50% but less than 75%
(325) 512-3617
meridian.zenith@summitcapital.com
in linkedin.com/in/vector-vertex
TIMOTHY MICHAEL MACARAK

TIMOTHY MICHAEL MACARAK

Financial Advisor, General Partner, Managing Member

CRD
#4890673
Ownership
50% but less than 75%
(634) 628-4597
optima.pioneer@focuscapital.com
in linkedin.com/in/oak-matrix
Z

Zenith ridge

Focus summit capital

CRD
#78382
Ownership
14.4%
(734) 506-6393
matrix.signal@zenithcapital.com
in linkedin.com/in/oak-alpha

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Contacts

Stuart Andrew Caplan

Stuart Andrew Caplan

Senior Wealth Strategist

CRD
#6619359
(591) 222-2261
ember.pioneer@peakcapital.com
in linkedin.com/in/insight-momentum
I

ISAAC Mulder MARTIN

--

CRD
#7538860
(496) 673-4455
delta.radial@signalcapital.com
in linkedin.com/in/harbor-alpha

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-06-2023
09-20-2024
06-02-2025
03-12-2026
Category Assets AVG. Account size
Discretionary $272,766,383 $443,523
Non-Discretionary $6,787,210 $678,721
Total $279,553,593 $447,286

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Separately Managed Accounts

Total SMA Asset: $279,553,593

$279.6M Total SMA
Public Funds:
12.1%
Equity - Exchange:
14.3%
Municipal Bonds:
9.0%
Cash:
19.3%
U.S. Government/Agency:
5.0%
Corporate - Investment Grade:
7.6%
Equity - OTC:
18.3%
Other:
14.4%
Asset class Assets Assets %
Public Funds $998,170,778 12.1%
Equity - Exchange $1,179,656,374 14.3%
Municipal Bonds $742,441,074 9.0%
Cash $1,592,123,637 19.3%
U.S. Government/Agency $412,467,264 5.0%
Corporate - Investment Grade $626,950,241 7.6%
Equity - OTC $1,509,630,184 18.3%
Other $1,187,905,718 14.4%
Total $8,249,345,270 100.0%

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