Members' Wealth
Investment Management • 
1 S Olive St, Suite C1, United States • 1-10 Employees
Company overview
| Headquarters | 1 S Olive St, Suite C1, Media, Pennsylvania 19063, US |
| Phone number | +12673675453 |
| Website | |
| NAICS | 5231 |
| Keywords | Risk Management, Financial Advisor, Tax Planning, Asset Protection, Wealth Management, Business Planning, Financial Planning, Estate Planning, Investment Management, Family Governance, Asset Location, Philanthropy And Charitable Giving |
| Founded | 2022 |
| Employees | 1-10 |
Key Contacts at Members' Wealth
Dane Czaplicki
Founder, Ceo, Cio
Tim Thomas
Co-Founder, Coo & Cco
Timothy Macarak
Owner, President, Head Of Wealth Management
Colleen Mahoney
Director Of Client Experience
Members' Wealth Email Formats
Members' Wealth uses 3 email formats. The most common is {first initial} (e.g., j@memberswealthllc.com), used 44.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@memberswealthllc.com | 44.4% |
{first name} | john@memberswealthllc.com | 44.4% |
{first initial}{last name} | jdoe@memberswealthllc.com | 11.1% |
About Members' Wealth
“At Members’ Wealth, we coordinate your investment, tax, legal, and estate demands through our unique service organization. Our goal is to preserve and grow your wealth to endure over time, while thoughtfully evolving your strategy to suit an ever-changing world." CEO - Dane Czaplicki, CFA Investment strategies, including rebalancing, do not guarantee improved performance and involve risk, including potential loss of principal. Past performance does not guarantee future results. Members Wealth LLC (“Members Wealth”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Members Wealth and its representatives are properly licensed or exempt from licensure. The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor's particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor. The views expressed in this commentary are subject to change based on market and other conditions. These documents may contain certain statements that may be deemed forward-looking statements. Please note that any such statements are not guarantees of any future performance and actual results or developments may differ materially from those projected. Any projections, market outlooks, or estimates are based upon certain assumptions and should not be construed as indicative of actual events that will occur. https://adviserinfo.sec.gov/firm/summary/149937
Members' Wealth revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $2,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Members' Wealth has 6 employees across 4 departments.
Departments
Number of employees
Funding Data
Members' Wealth has never raised funding before.
Members' Wealth Tech Stack
Discover the technologies and tools that power Members' Wealth's digital infrastructure, from frameworks to analytics platforms.
CDN
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Miscellaneous
Security
Miscellaneous
Marketing automation
Analytics
Maps
United Kingdom
Canada
Sweden
Frequently asked questions
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