Isaac Mulder Martin
Investment adviser representative at Members Wealth LLC
10 yearsExperience
1 stateRegistered in
$279.6MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Members Wealth LLCSep 2025 to now
- UnemployedFeb 2025 to Aug 2025
- Rockefeller Capital ManagementJul 2019 to Jan 2025
- Wilmington TrustJul 2016 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (PA).
Members Wealth LLC
$279.6MAssets managed
166Clients
5Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7538860
- Firm CRD
- 323778