SourcingSourcing

MASTER'S WEALTH MANAGEMENT INC.

C42
CRD 328693·SEC 801-129711·LEOLA, PA
AUM
$589.5M
$500M-$1B
Est. Revenue
$5.9M
@ 1% on AUM
Est. EBITDA
$1.8M
@ 30% margin
Est. Deal Value
$14.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MASTER'S WEALTH MANAGEMENT INC.
CRD
328693
SEC file #
801-129711
EIN
233023926
DBA names
—

Economics

AUM
$589.5M
AUM band
$500M-$1B
AUM trajectory
'25'26
$415.4M → $589.5M▲ +42%
Client mix
Individuals Other219
Individuals High Net Worth186
Pension Profit Sharing Plans23
Corporations6

Operations

Employees (total)
12
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'25'26
5 advisors → 9 advisors▲ +80%
Primary office
LEOLA PA
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
youtube.com/@masterswealthmanagement

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HERSHEY, LYLE, E
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
HERSHEY, LYLE, E
NORTH, GARRISON, REXON
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
fallback_guess:masters.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002056521
Edgar Registered
Yes
Edgar Filing Count
7
Edgar First Filing Date
2025-02-13
Edgar Last Filing Date
2026-04-23
Edgar 13f Count
6
Edgar 13f Latest AUM Estimate
Filing Date2026-04-23
Accession0001951757-26-000716

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
9
Bc Firm IAR Count
9
Custodian Candidates
Full
Raymond James4
E*trade4
Edgar Addresses
Mailing
480 NEW HOLLAND AVENUESUITE 7201LANCASTER, PA 17602
Business
480 NEW HOLLAND AVENUESUITE 7201LANCASTER, PA 17602
Edgar EIN
233023926
Edgar Recent Filings
13F-HR2026-04-23 · 0001951757-26-000716
13F-HR2026-01-21 · 0001951757-26-000264
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
2174846
Trust Company Affiliate
No

People (9)

9
NORTH, GARRISON, REXON
IAR · Direct Owner · 37.5%
5927506
HERSHEY, LYLE, E
IAR · Direct Owner · 37.5%
2174846
KELLER, CHARLES, DAVID
IAR · Direct Owner · 17.5%
2103780
Colton Tyler Keller
IAR
7307187
TIMOTHY SCOTT TYSON
IAR
4268032
Austin Jay Sauder
IAR
8044397
Liza Heisey
IAR
7947028
JONATHAN THOMPSON
IAR
5563867
MELISSA DAWN WISSLER
IAR
6551294