# Members' Wealth

Members' Wealth is a Bank / Wealth / Trust based in Media, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Media, United States
- **Region:** North America
- **Address:** Media, PA, United States
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** memberswealth.com
- **LinkedIn:** https://www.linkedin.com/company/members-wealth

## Regulatory record

- **CRD number:** 323778
- **SEC file number:** 801-128482
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323778

## About

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.

## 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.

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- [Melco Capital](https://altss.com/profile/melco-capital)
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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/members-wealth

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