Dane
Czaplicki

Members Wealth LLC

CRD#4372354
Investment Advisor
in Media, PA

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About this Advisor

Dane Czaplicki is a financial advisor based in Media, Pennsylvania, working with Members Wealth LLC. Dane has previously held positions at West Capital Management, Inc, West Capital Management, Long Short Advisors, Nexwealth LLC, Cs Planning Corp, and Members Wealth, LLC. Dane has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Dane is part of Members Wealth LLC, which operates out of Media, Pennsylvania. The firm has 1 office and 6 employees. The firm manages assets totaling $119.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Members Wealth LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

211 N. Olive Street
Media, PA 19063

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Members Wealth LLC Brokerage Details

Total Assets Under Management

$119,310,622

PA Average: $15,833,994,310
Total Number of Employees

6

PA Average: 41
Total Number of Accounts

304

PA Average: 3,342
Average Account Size

$392,469

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Dane Czaplicki Work History

2023 - Present (1 year)

Members Wealth, LLC

2022 - Present (2 years)

Members Wealth, LLC

2022 - 2023 (1 year)

Cs Planning Corp

2021 - 2022 (1 year)

Nexwealth LLC

2021 - 2022 (1 year)

Long Short Advisors

2021 - 2022 (1 year)

Nexwealth LLC

2016 - 2020 (4 years)

West Capital Management

2010 - 2022 (12 years)

Long Short Advisors

2007 - 2017 (10 years)

West Capital Management, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Dane Czaplicki to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Members Wealth LLC

Timothy Thomas
Media, PA
Timothy Macarak
Media, PA
Dane Czaplicki
Media, PA

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