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Building 2MASTER'S WEALTH MANAGEMENT INC.

Map pinLEOLA, PA
Phone(717) 581-1323
NotebookSEC #801-129711
Total AUM
$589.5M
Employees
12
Clients
435

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1415 E OREGON RD
LEOLA
PA 17540
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(717) 581-1323

ReceiptFinancials

Total AUM
$589.5M
Accounts
1,540
Discretionary
$509.2M
Accounts
1,517
Non-Discretionary
$80.3M
Accounts
23

ContactClients

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Individual Clients
219
AUM
$98.8M
HNW Individual Clients
186
AUM
$347.9M
Pension/Profit Sharing Plan Clients
23
AUM
$80.3M
Charitable Organization Clients
1
AUM
$42.7M
Corporation or Business Clients
6
AUM
$19.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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