Members Wealth Llc
- Regulatory AUM
- $280M
- Discretionary
- $273M
- Clients
- 166
- Avg AUM / client
- $1.7M
- Accounts
- 625
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 85 | $28.6M | 10.2% |
| High net worth individuals | 81 | $247M | 88.4% |
| Charitable organizations | Fewer than 5 clients | $2.8M | 1.02% |
| Corporations and other businesses | Fewer than 5 clients | $959K | 0.34% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dane Francis Czaplicki | Ceo | CFA | Nov 2022 (4y) | 50% – 75% |
| Timothy Yeats Thomas | Cco | Nov 2022 (4y) | Less than 5% | |
| Timothy Michael Macarak | Managing Member | CFP | Aug 2023 (3y) | 50% – 75% |
| Stuart Andrew Caplan | Registered representative | Sep 2024 (2y) | ||
| Isaac Mulder Martin | Registered representative | Sep 2025 (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) | 03/12/2026 | 943 KB | 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
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity Brokerage Services $260M (93% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 12, 2026.
View current Form ADV (SEC/IAPD) ↗