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Members' Wealth
Members’ Wealth is an SEC-registered investment adviser in MEDIA, PA, registered since 2023. The firm manages $280 million in assets, $273 million on a...
Members' Wealth
Members’ Wealth is an SEC-registered investment adviser in MEDIA, PA, registered since 2023. The firm manages $280 million in assets, $273 million on a discretionary basis. It has 9 employees and 6 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2023
Location
Region
North America
Country
United States
City
Media
Corporate office
Media, PA, United States
Frequently asked questions
What distinguishes Members' Wealth from a standard registered investment advisor?
Members' Wealth operates with trust powers, meaning it can serve as a corporate trustee and administer irrevocable trusts and estates directly. A conventional RIA manages investments but cannot legally act as a trustee. This allows Members' Wealth to integrate investment management with estate and legacy planning under a single fiduciary roof, a structure that simplifies intergenerational wealth transfer for client families.
Does Members' Wealth participate in direct private investments or co-investments?
No such activity has been reported. The firm's model, typical of small independent trust companies, centers on publicly traded securities, fixed income, and third-party alternative fund commitments rather than direct private equity or venture co-investments.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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