DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Members Wealth LLC
Latest filing Mar 12, 2026
First filing on the tape Jun 30, 2023 · 10 filings
SEC status approved since Nov 6, 2023
RAUM
$280M
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
99%
$276M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$55.9M
derived; firm RAUM over IAPD count
Employees
9
6 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$280M as of Mar 12, 2026
Jan 26, 2024$119M then
HNW client RAUM$247M as of Mar 12, 2026
Jan 26, 2024$111M then
State-registered IARs (5.B.3)5 as of Mar 12, 2026
Jan 26, 20243 then
Employees (5.A)9 as of Mar 12, 2026
Jan 26, 20246 then
Private funds: no history
RAUM +29% over the last fiscal yearIARs 4 to 5offices 1 to 2
Practice profile
derived from the filing of Mar 12, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $55.9MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 33derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.1MderivedHNW RAUM over HNW clients
- Average account
- $447,286derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 1.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.8derivedItem 5.A over advisors
- Advisors per office
- 1.7derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +29%derivedbetween the last two annual amendments
- Advisor growth, one year
- +25%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -15%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Custody
- $46.2M, 58 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$247M88%
- Individuals$28.6M10%
- Charitable organizations$2.8M1.0%
- Corporations and businesses$958,7980.3%
- Individual clients
- 85reported
- HNW clients
- 81reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 625reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $46.2M for 58 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Dane Francis CzaplickiChartered Financial Analyst | Media, Pa | Aug 24, 2023 | 25 y | 6 |
| Timothy Michael MacarakCertified Financial Planner | Media, Pa | Aug 24, 2023 | 20 y | 7 |
| Timothy Yeats Thomas | Media, Pa | Aug 24, 2023 | 27 y | 8 |
| Stuart Andrew Caplan | Media, Pa | Sep 11, 2024 | 15 y | 1 |
| Isaac Mulder Martin | Media, Pa | Sep 8, 2025 | 10 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Isaac Mulder Martin from Rockefeller Capital ManagementSep 8, 2025 · Affiliated broker-dealer or bank to independent RIA
- Stuart Andrew Caplan from Apex Financial Advisors, IncSep 11, 2024 · RIA to RIA
- Dane Francis Czaplicki from Cs Planning CorpAug 24, 2023 · RIA to a newly registered adviser
- Timothy Michael Macarak from Cs Planning CorpAug 24, 2023 · RIA to a newly registered adviser
- Timothy Yeats Thomas from Cs Planning CorpAug 24, 2023 · RIA to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from Cs Planning CorpNov 9, 2023 · Media, Pa
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Francis Dane Czaplicki · Ceocontrolsince 11/2022 · owns 50% to 75%
- Michael Timothy Macarak · Managing Membercontrolsince 01/2024 · owns 50% to 75%
- Yeats Timothy Thomas · Ccocontrolsince 11/2022 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Media, Pa · principal | 5 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 512 to 625Jun 2, 2025 to Mar 12, 2026
- Advisory employees · 4 to 6Jun 2, 2025 to Mar 12, 2026
- HNW clients · 67 to 81Jun 2, 2025 to Mar 12, 2026
- Individual clients · 129 to 85Jun 2, 2025 to Mar 12, 2026
- Assets in custody · $65.0M to $46.2MJun 2, 2025 to Mar 12, 2026
- Employees · 7 to 9Jun 2, 2025 to Mar 12, 2026
- Financial planning clients · 51-100 to 0Jun 2, 2025 to Mar 12, 2026
- State-registered IARs · 4 to 5Jun 2, 2025 to Mar 12, 2026
- Other offices · 1 to 2Jun 2, 2025 to Mar 12, 2026
- Discretionary RAUM · $212M to $273MJun 2, 2025 to Mar 12, 2026
- HNW RAUM · $195M to $247MJun 2, 2025 to Mar 12, 2026
- Individual RAUM · $19.4M to $28.6MJun 2, 2025 to Mar 12, 2026
- Non-discretionary RAUM · $5.5M to $6.8MJun 2, 2025 to Mar 12, 2026
- RAUM · $217M to $280MJun 2, 2025 to Mar 12, 2026
- Financial planning clients · 51-100 to 51-100Apr 29, 2025 to Jun 2, 2025
- Accounts · 304 to 512Sep 20, 2024 to Apr 29, 2025
- Advisory employees · 3 to 4Sep 20, 2024 to Apr 29, 2025
- HNW clients · 44 to 67Sep 20, 2024 to Apr 29, 2025
- Individual clients · 26 to 129Sep 20, 2024 to Apr 29, 2025
- Assets in custody · unset to 65018772.0Sep 20, 2024 to Apr 29, 2025
- Custody of client assets · false to trueSep 20, 2024 to Apr 29, 2025
- Employees · 6 to 7Sep 20, 2024 to Apr 29, 2025
- State-registered IARs · 3 to 4Sep 20, 2024 to Apr 29, 2025
- Discretionary RAUM · $119M to $212MSep 20, 2024 to Apr 29, 2025
- HNW RAUM · $111M to $195MSep 20, 2024 to Apr 29, 2025
- Individual RAUM · $8.7M to $19.4MSep 20, 2024 to Apr 29, 2025
- Non-discretionary RAUM · $0 to $5.5MSep 20, 2024 to Apr 29, 2025
- RAUM · $119M to $217MSep 20, 2024 to Apr 29, 2025
- Accounts · 285 to 304Nov 6, 2023 to Jan 26, 2024
- HNW clients · 38 to 44Nov 6, 2023 to Jan 26, 2024
- Individual clients · 22 to 26Nov 6, 2023 to Jan 26, 2024
- Financial planning clients · 0 to 51-100Nov 6, 2023 to Jan 26, 2024
- Discretionary RAUM · $103M to $119MNov 6, 2023 to Jan 26, 2024
- HNW RAUM · $95.4M to $111MNov 6, 2023 to Jan 26, 2024
- Individual RAUM · $7.8M to $8.7MNov 6, 2023 to Jan 26, 2024
- RAUM · $103M to $119MNov 6, 2023 to Jan 26, 2024
- Accounts · unset to 285.0Aug 10, 2023 to Nov 6, 2023
- HNW clients · unset to 38.0Aug 10, 2023 to Nov 6, 2023
- Individual clients · unset to 22.0Aug 10, 2023 to Nov 6, 2023
- Employees · 5 to 6Aug 10, 2023 to Nov 6, 2023
Signals
3 dated events
- Michael Timothy Macarak (Managing Member) appeared on Schedule A of Members Wealth LlcJan 26, 2024 · Control person joined · fact
- 2 advisors left CS Planning Corp (Media, PA) for Members Wealth LLC on the same dayNov 9, 2023 · Team lift-out · derived
- Members Wealth Llc filed its initial SEC registration (Form ADV)Jun 30, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@memberswealthllc.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 267-367-5453reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/members-wealthreportedpublic record, Form ADV, Sep 17, 2026
- Website
- memberswealthllc.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 267-367-5453reportedpublic record, Form ADV, Mar 12, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $55.9Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026