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Founding Partner / Advisor · Master's Wealth Management Inc.

Charles D. Keller

CRD 2103780 · Named on Form ADV at one SEC-registered adviser

At a glance

Master's Wealth Management Inc., an SEC-registered wealth manager based in Leola, PA with $590 million in regulatory assets, lists Charles D. Keller on its Form ADV as Founding Partner / Advisor, a control person.

Firms and roles

AtlasMembers

Charles’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Lyle E HersheyChief Executive Officer / Founding Partner and Chief Compliance Officer, Master's Wealth Management Inc.
  • Garrison R. NorthManaging Partner, Master's Wealth Management Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Charles’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.