MASTER'S WEALTH MANAGEMENT INC.

RIASEC RegisteredEst. 2024

Total AUM

$590M

Discretionary

$509M

86% of AUM

Avg account

$383K

Accounts

1,540

Employees

Advisory reps

Firm details

Headquarters: LEOLA, Pennsylvania
CRD number: 328693
Registered since: July 19, 2024
Website: mastersadvisors.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC., CAPITAL CLIENT GROUP, INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI59.02%
Individuals16.76%
Pension & Profit Sharing Plans13.62%
Charitable Organizations7.24%
Corporations / Businesses3.37%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Master's Wealth Management Inc. is an independent, individually owned registered investment adviser that began its SEC registration in 2024. The firm serves both individual and family clients as well as institutional investors and positions itself as a capital allocator that uses third‑party managers. Its fee model includes both percentage‑of‑AUM fees and fixed fees. Advisory services listed include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting, and the selection of other advisers. The firm does not identify as an active ESG investor and is not described as a multi‑state adviser.