Master's Wealth Management Inc.
● SEC registered since 2024CRD 328693SEC# 801-129711Leola, PA
Reg. AUM
$589.5M
Employees
12
Accounts
1,540
Location
Leola, PA
Master's Wealth Management Inc. assets under management
Master's Wealth Management Inc. is an investment advisory firm registered with the SEC based in Leola, PA. The firm has been registered since 2024. It reports $589.5 million in regulatory assets under management and employs 12 people.
Master's Wealth Management Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles David Keller Control | Founding Partner / Advisor | 10-25% | 2024 |
| Garrison Rexon North Control | Managing Partner | 25-50% | 2024 |
| Lyle E Hershey Control | Chief Executive Officer / Founding Partner And Chief Compliance Officer | 25-50% | 2024 |
Frequently asked questions
How much does Master's Wealth Management Inc. manage?
Master's Wealth Management Inc. reports $589.5 million in regulatory assets under management on its Form ADV.
How many employees does Master's Wealth Management Inc. have?
Master's Wealth Management Inc. reports 12 employees.
Where is Master's Wealth Management Inc. located?
Master's Wealth Management Inc. is based in Leola, PA and has been SEC-registered since 2024.
Does Master's Wealth Management Inc. disclose fund performance?
Master's Wealth Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1415 E Oregon Rd, Leola, PA 17540 |
| Phone | (717) 581-1323 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$589.5M▲ 42%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$589.5Mregulatory AUM
Discretionary $509.2MNon-discretionary $80.3M