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Chief Executive Officer / Founding Partner and Chief Compliance Officer · Master's Wealth Management Inc.

Lyle E Hershey

CRD 2174846 · 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 Lyle E Hershey on its Form ADV as Chief Executive Officer / Founding Partner and Chief Compliance Officer, a control person.

Firms and roles

  • Master's Wealth Management Inc.Chief Executive Officer / Founding Partner and Chief Compliance OfficerWealth manager · Leola, PA · $590M in regulatory assets

AtlasMembers

Lyle’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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Colleagues named on the same filings

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