Fee-only adviser · Media, PA
Members Wealth LLC
Members Wealth LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Media, Pennsylvania. On its latest Form ADV, filed March 12, 2026, it reports $280M in regulatory assets under management, 166 individual clients and 6 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 323778 · SEC file 801-128482 |
| Office | 1 South Olive Steet Suite 1C Media, PA 19063 |
| Phone | (267) 367-5453 |
| Website | www.memberswealthllc.com |
| Regulatory assets under management | $280M ($273M discretionary) |
| Individual clients | 85 non-high-net-worth, 81 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 9 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 12, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Media
- Stone Pine Financial Partners $257M
- Flagship Capital Management Inc $200M
- Foundation Wealth Management, LLC $412M
- Obrien Greene & Co Inc $464M
- Rose Valley Asset Management LLC $100M
See all 6 fee-only advisers in Media →
Nearby
- Chester Heights 1 firm
- Swarthmore 1 firm
- Newtown Square 6 firms
- Glen Mills 2 firms
- Berwyn 8 firms
- Ardmore 1 firm
- Bryn Mawr 5 firms
- Villanova 1 firm
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