Master's Wealth Management Inc.
- Regulatory AUM
- $590M
- Discretionary
- $509M
- Clients
- 434
- Avg AUM / client
- $1.4M
- Accounts
- 1,540
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Apr 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 219 | $98.8M | 16.8% |
| High net worth individuals | 186 | $348M | 59.0% |
| Pension and profit sharing plans | 23 | $80.3M | 13.6% |
| Charitable organizations | Fewer than 5 clients | $42.7M | 7.24% |
| Corporations and other businesses | 6 | $19.8M | 3.37% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles David Keller | Founding Partner / Advisor | Feb 2024 (3y) | 10% – 25% | |
| Garrison Rexon North | Managing Partner | CFP | Feb 2024 (3y) | 25% – 50% |
| Lyle E Hershey | Chief Executive Officer / Founding Partner And Chief Compliance Officer | CFP | Feb 2024 (3y) | 25% – 50% |
| Jonathan Thompson | Registered representative | CFP | Mar 2024 (2y) | |
| Timothy Scott Tyson | Registered representative | CFP | Mar 2024 (2y) | |
| Austin Jay Sauder | Registered representative | Feb 2025 (1y) | ||
| Colton Tyler Keller | Registered representative | Apr 2025 (1y) | ||
| Melissa Dawn Wissler | Registered representative | CFP | Oct 2025 (1y) | |
| Liza Heisey | Registered representative | Dec 2025 (1y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
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) | 04/30/2026 | 898 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
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Raymond James $500M (85% of AUM) Apr 2026
- Capital Group $83.5M (14% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗