Members Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Members’ Wealth LLC provides investment management, financial planning, and employer-benefits consulting to individuals (including high-net-worth clients), trusts, estates, and businesses. The firm offers both discretionary and non-discretionary portfolio management and provides retirement-account advice as a fiduciary under applicable law.
The firm’s investment process emphasizes fundamental analysis and long-term portfolio construction using low-cost mutual funds and ETFs while also employing individual stocks, bonds and options where appropriate. Members’ Wealth monitors and rebalances portfolios regularly to align allocations with client goals, risk tolerance and changing market conditions.
Members’ Wealth maintains an affiliation with an estate attorney and may refer clients to that affiliated professional for estate-document services, an arrangement that is less common among similar team firms. The advisor also explicitly uses options and other derivatives in separately managed accounts for hedging or tactical purposes, and operates as a five-advisor team managing roughly $280 million in client assets.
Client services
Expertise
Fee options
Financial planning services up to $50,000 per engagement; Employer benefits services $1,000-$10,000 per employee per year
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.90% annually $3,000,001 - $5,000,000: 0.80% annually $5,000,001 - $10,000,000: 0.70% annually $10,000,000+: 0.50% annually
Account minimum: $1,000,000 Fee-only: Financial planning services up to $50,000 per engagement; Employer benefits services $1,000-$10,000 per employee per year
Main office
1 South Olive Steet, Suite 1 C
Media PA 19063
Advisors at this office
5
Most active in
California · Florida · New Jersey · New York · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Timothy M
CFP®, Series 66
Media, PA
Members Wealth LLC
Timothy Macarak is a CFP® with 17 years of industry experience and currently serves at Members Wealth LLC. His prior roles include positions at Bryn Mawr Capital Management, West Capital Management, BNY Mellon Advisors, and Piper Sandler & Co. He is part of a five-advisor team managing client portfolios. Members Wealth LLC provides investment management, financial planning, and employer-benefits consulting for individuals, trusts, estates, and businesses. The firm focuses on fundamental analysis and long-term portfolio construction using low-cost mutual funds, ETFs, and selected individual securities, while regularly monitoring and rebalancing portfolios to suit client objectives.
Stuart C
Series 65
Media, PA
Members Wealth LLC
Stuart Caplan is a financial advisor with Members Wealth LLC in Media, PA, holding a Series 65 credential and 10 years of industry experience. Prior to joining Members Wealth in 2024, he worked for APEX Financial Advisors, Inc. from 2011 to 2024. He serves as an advisory board member for the California NanoSystems Institute, providing advice on C-suite compensation and investor presentations. Members Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and businesses with investment management, financial planning, and employer benefits consulting. The firm emphasizes fundamental analysis and a long-term investment approach, building diversified portfolios tailored to client objectives using low-cost mutual funds, ETFs, and other securities.
Timothy T
Series 65, Series 66
Media, PA
Members Wealth LLC
Timothy Thomas is a financial advisor at Members Wealth LLC in Media, PA, holding Series 65 and Series 66 credentials with 16 years of industry experience. His work history includes positions at BNY Mellon Advisors, Lockwood Financial Services, and various investment firms prior to joining Members Wealth LLC. Members Wealth LLC is a five-advisor team that provides investment management, financial planning, and employer-benefits consulting to individuals, trusts, estates, and businesses. The firm focuses on fundamental analysis and long-term portfolio construction using low-cost mutual funds, ETFs, and selected individual securities, with a portfolio management approach that incorporates options and derivatives for hedging and tactical purposes.
Isaac M
Series 66
Media, PA
Members Wealth LLC
Isaac Martin is a financial advisor at Members Wealth LLC with three years of industry experience. He holds the Series 66 designation and previously worked at Rockefeller Capital Management and Wilmington Trust. Members Wealth LLC provides investment management, financial planning, and employer-benefits consulting to individuals, trusts, estates, and businesses. The firm focuses on fundamental analysis and long-term portfolio construction using low-cost mutual funds, ETFs, and individual securities, regularly monitoring and rebalancing portfolios to align with client goals.
Dane C
CFA®, Series 63, Series 65
Media, PA
Members Wealth LLC
Dane Czaplicki is a CFA® charterholder with 19 years of industry experience. He is currently with Members Wealth LLC and has held positions at firms including West Capital Management and Long Short Advisors. Outside of his advisory role, he manages a real estate rental business. Members Wealth LLC serves individuals, high-net-worth clients, trusts, estates, and businesses with investment management, financial planning, and employer benefits consulting, employing a fundamental, long-term investment approach with diversified portfolios tailored to client objectives and risk tolerance.
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