SourcingSourcing

MEMBERS WEALTH LLC

C38
CRD 323778·SEC 801-128482·MEDIA, PA
AUM
$279.6M
$100M-$500M
Est. Revenue
$2.8M
@ 1% on AUM
Est. EBITDA
$839K
@ 30% margin
Est. Deal Value
$6.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MEMBERS WEALTH LLC
CRD
323778
SEC file #
801-128482
EIN
883954368
DBA names
—

Economics

AUM
$279.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$217.3M → $279.6M▲ +29%
Client mix
Individuals Other85
Individuals High Net Worth81

Operations

Employees (total)
9
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'25'26
4 advisors → 6 advisors▲ +50%
Primary office
MEDIA PA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
memberswealthllc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CZAPLICKI, DANE, FRANCIS
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
CZAPLICKI, DANE, FRANCIS
MACARAK, TIMOTHY, MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MEMBERSWEALTHLLC.COM
Rdap Domain Creation Date
2022-06-28T19:46:22Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002059574
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-03-17
Edgar Last Filing Date
2026-04-23
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-23
Accession0001951757-26-000720

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4512
Soi Zip Pct 200k Plus
0.2146
Soi Zip Returns 200k Plus
4,180
Soi Zip Total AGI
4,122,550
Fdic Zip Total Deposits
51,118,295,000
Fdic Zip Branch Count
645
Fdic Zip Top Banks
PNC Bank, National Association
TD Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Fidelity5
E*trade4
Edgar Addresses
Mailing
1 S OLIVE ST.SUITE 1CMEDIA, PA 19063
Business
1 S OLIVE ST.SUITE 1CMEDIA, PA 19063
Edgar EIN
883954368
Edgar Recent Filings
13F-HR2026-04-23 · 0001951757-26-000720
13F-HR2026-01-28 · 0001951757-26-000321
Fdic Zip Branches Raw
The Bryn Mawr Trust CompanyMedia, PA
Germantown Savings BankMedia, PA
Fdic Zip HHI
884.74
Fdic Zip Top Bank Share Pct
21.35
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-06-28T19:46:22Z
Rdap Domain Last Changed
2024-06-29T12:30:58Z
Rdap Nameservers
Ns53.domaincontrol.comNs54.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI39,100
Returns3,570
Stub 2
AGI98,847
Returns2,640
Stub 3
AGI156,446
Returns2,530
Soi Zip Total Business Income
99,495
Soi Zip Total Cap Gains
321,967
Soi Zip Total Dividends
107,173
Soi Zip Total Returns
19,480
Top Owner CRD
4372354
Trust Company Affiliate
No

People (5)

5
MACARAK, TIMOTHY, MICHAEL
IAR · Direct Owner · 62.5%
4890673
CZAPLICKI, DANE, FRANCIS
IAR · Direct Owner · 62.5%
4372354
THOMAS, TIMOTHY, YEATS
IAR · Executive Officer · 2.5%
2870674
Stuart Andrew Caplan
IAR
6619359
ISAAC Mulder MARTIN
IAR
7538860