Master Wealth, Llc
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ADV data as of Mar 16, 2026
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 7
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Erny Glenn Malakoff | Registered representative | Nov 2004 (22y) | ||
| John Nolan | Registered representative | Nov 2022 (4y) | ||
| Jared Seth Harper | Registered representative | Feb 2024 (2y) | ||
| Kellie Lynn Raasch | Registered representative | CFP | Feb 2024 (2y) | |
| Katie Nicole Raasch | Registered representative | Jan 2025 (2y) | ||
| Joel Warren Malakoff | Registered representative | CFP | Jan 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 1.17 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
- • Other fees
- • ANNUAL RETAINER FEE
Services
- • Financial planning services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗