Master’s Wealth Management Inc.

EST. AUM
$589,513,898

CONTACTS
3

CLIENT ACCOUNTS
1,540

Firm Details

Metro area Harrisburg
CRD Number 328693
Website mastersadvisors.com
Client types

Overview

Master’s Wealth Management Inc. is a registered investment adviser providing financial planning and discretionary investment management to retail investors through an ongoing wealth management engagement. The firm delivers services through a wrap fee program structure that bundles investment advisory services with certain transaction-related costs. Client relationships cover individual, joint, retirement, trust, and estate accounts, with portfolios primarily implemented using mutual funds, ETFs, stocks, bonds, and independent managers. Master’s emphasizes a team-based planning process, continuous monitoring, and at least annual client reviews, without requiring a minimum account size.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Master’s Wealth Management Inc.

Platform Details

Investment Preferences

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Address

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