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MASTER'S WEALTH MANAGEMENT INC.

dba MASTER'S WEALTH MANAGEMENT INC. · CRD 328693 · Registered Investment Adviser

MASTER'S WEALTH MANAGEMENT INC. is a Registered Investment Adviser headquartered in LEOLA, PA. The firm reports $589,513,898 in regulatory assets under management across 1,540 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$509,227,125
Non-discretionary$80,286,773
Total RAUM$589,513,898
Accounts1,540

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 328693. adviserinfo.sec.gov/firm/summary/328693.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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